The issuer of the RISR ETF, also known as the Risk Managed Income ETF, is provided by FolioBeyond. This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
The RISR ETF, managed by FolioBeyond, seeks to provide protection against rising interest rates while generating current income. The fund invests primarily in interest-only mortgage-backed securities (MBS IOs) and U.S. Treasury bonds. It employs an actively managed approach to optimize asset allocation, utilizing MBS IOs to generate income and offsetting their negative duration with positive duration U.S. Treasury holdings. The ETF's strategy aims to balance income generation under stable interest rates and protection against potential interest rate increases, offering investors a unique approach to managing fixed income exposure.
The RISR ETF (RISR) employs an actively-managed approach to provide protection against rising interest rates while aiming to generate current income under stable interest rate conditions. The fund primarily invests in interest-only mortgage-backed securities (MBS IOs) and U.S. Treasury bonds. By maintaining a portfolio structured for a target negative duration of approximately ten years, RISR seeks to counteract potential declines in the value of fixed income instruments during rising interest rate environments. This strategy involves carefully balancing MBS IOs and U.S. Treasury holdings, offering investors a unique approach to income generation and interest rate risk management.
The RISE Interest Rate Hedge ETF (RISR) is designed to offer protection against rising interest rates while generating current income. By investing primarily in interest-only mortgage-backed securities (MBS IOs) and U.S. Treasury bonds, RISR aims to achieve a targeted duration of approximately negative ten years. This strategy positions the fund to benefit from rising interest rates, as the market value of its holdings is projected to increase when interest rates rise, providing a potential hedge against falling valuations of traditional fixed income instruments.
The RISR ETF, known as the Rising Interest Rate Sector ETF, aims to provide investors with a strategic approach to managing interest rate risk while generating current income under stable interest rate conditions. This actively-managed exchange-traded fund focuses on utilizing interest-only mortgage-backed securities (MBS IOs) and U.S. Treasury bonds to achieve its objectives. By offering exposure to a portfolio structured to benefit from rising interest rates, RISR seeks to provide investors with a unique solution in navigating changing interest rate environments.
The RISR ETF (Rising Interest Rate Strategy ETF) is an actively-managed exchange-traded fund designed to provide an interest rate hedge against rising interest rates while generating current income under stable interest rate conditions. The fund primarily invests in interest-only mortgage-backed securities (MBS IOs) and U.S. Treasury bonds. By focusing on MBS IOs and Treasury bonds with specific duration targets and adjusting asset allocation based on interest rate expectations, RISR aims to offer investors a strategy to potentially benefit from a rising interest rate environment while managing downside risks associated with fixed income investments.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
4 min read"Discovering ETFs: Unveiling the RISR ETF - A Comprehensive Overview" This article offers an introduction to ETFs (Exchange-Traded Funds) and sheds light on the RISR ETF, providing readers with a thorough overview of its features and potential benefits.
4 min readCompare the SGDJ and RING ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies to see how they stack up against each other. Whether you're a seasoned investor or just getting started, our comparison provides valuable insights to guide your investment decisions.
5 min readCompare the FTAG and JJA ETFs with our thorough analysis. Dive into the performance metrics, underlying assets, and investment strategies.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
