XFIX
F/m Opportunistic Income ETF
📎 Investment Objective
The F/m Opportunistic Income ETF (XFIX) seeks to provide current income and capital appreciation by investing in a diversified portfolio of fixed-income securities.
Overview
ETF tracking F/m Opportunistic Income ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The F/m Opportunistic Income ETF (XFIX) seeks to provide current income and capital appreciation by investing in a diversified portfolio of fixed-income securities.
🎯 Investment Strategy
The ETF employs a flexible, opportunistic approach to fixed-income investing, allocating assets across various sectors and credit qualities based on the portfolio managers' views on economic and market conditions. The fund may invest in investment-grade and high-yield bonds, as well as other debt instruments, to generate income and potential capital gains.
✨ Key Features
- Actively managed fixed-income ETF with a focus on generating current income
- Flexible allocation across different fixed-income sectors and credit qualities
- Seeks to provide a balance of current income and capital appreciation
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Interest rate risk: The fund's holdings may decline in value when interest rates rise
- Credit risk: The fund is exposed to the risk of default or deterioration in the credit quality of its bond holdings
- Liquidity risk: Some of the fund's investments may be difficult to sell at the desired time and price
- Sector concentration risk: The fund's performance may be more volatile due to its focus on specific sectors or industries
👤 Best For
The F/m Opportunistic Income ETF may be suitable for investors seeking a flexible, actively managed fixed-income solution that aims to provide current income and the potential for capital appreciation. This ETF may be appropriate for investors with a moderate risk tolerance and a medium-term investment horizon.