ZTRE

F/m 3-Year Investment Grade Corporate Bond ETF

$51.15

+0.00%

Market closed. Last update: 10:58 PM ET

📎 Investment Objective

The F/m 3-Year Investment Grade Corporate Bond ETF (ZTRE) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Bloomberg 3-Year Corporate Bond Index.

Overview

ETF tracking F/m 3-Year Investment Grade Corporate Bond ETF

Category Corporate Bonds

Issuer Other

Inception Date 2024-12-19

Market Cap $38.9M

Average Volume N/A

Dividend Yield 3.67%

52-Week Range $50.06 - $51.44

VWAP $51.17

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The ETF invests primarily in a portfolio of investment-grade corporate bonds with an average maturity of approximately 3 years. The fund uses a passive, index-based approach to track the performance of the benchmark index.

✨ Key Features

Focuses on short-term, investment-grade corporate bonds
Seeks to provide exposure to the performance of the Bloomberg 3-Year Corporate Bond Index
Employs a passive, index-tracking investment strategy
Relatively low expense ratio of 0.00%

⚠️ Primary Risks

Interest rate risk: The value of the fund's holdings may decline due to rising interest rates
Credit risk: The fund is exposed to the risk of default or downgrade of the underlying corporate bonds
Liquidity risk: The fund may have difficulty selling certain bonds, especially during periods of market stress
Tracking error risk: The fund may not perfectly track the performance of its benchmark index

👤 Best For

This ETF may be suitable for investors seeking exposure to short-term, investment-grade corporate bonds as part of a diversified fixed-income portfolio. It may be particularly appealing to investors with a conservative risk tolerance who are looking for a low-cost, passively managed option for their corporate bond allocation.