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The fund primarily invests in interest-only mortgage-backed securities (MBS IOs) and U.S. Treasury bonds. The allocation between these two asset classes is actively managed and fluctuates based on several criteria. These criteria include relative value assessments, which consider historical yield levels compared to other financial instruments, market volatility, and other risk metrics identified by the sub-adviser. Macroeconomic factors like inflation and economic growth, along with any other pertinent elements deemed relevant by the sub-adviser, also inform these adjustments. This fund is categorized as non-diversified.
Is RISR's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR is probably on the radar for investors seeking momentum.The fund just hit a 52-week high and has risen 6.1% from its 52-week low price of $35.25 per share.
FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and has risen 5.25% from its 52-week low price of $35.25 per share.
I highlight four ETFs—PFIX, RISR, SRLN, CLOZ—offering 6-7% yields and hedging against rising rates and inflation. PFIX is a tactical, volatile interest rate hedge with a 7% distribution and strong historical total returns, best used as a short-term position. RISR, SRLN, and CLOZ provide steady monthly income, lower volatility, and benefit from higher rates, with RISR and CLOZ offering alternative hedging strategies.
Treasury yields hit multi-year highs as Fed rate hike expectations, oil prices and fiscal concerns weigh on bonds. Explore ETFs positioned for rising rates.
The FolioBeyond Alternative Income and Int Rt Hdg ETF is a high-quality, negative-duration, income-producing ETF. Its 5.8% dividend yield provides solid income to shareholders, while its negative duration could mean gains if rates continue to rise. RISR is a solid investment and should be particularly interesting to more hawkish investors, or those concerned about continued inflation.