RISR

FolioBeyond Alternative Income and Interest Rate Hedge ETF

$36.19
+0.00%
Market closed. Last update: 12:30 PM ET

📎 Investment Objective

The FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) seeks to provide income and mitigate the impact of rising interest rates through a diversified portfolio of alternative asset classes.

Overview

ETF tracking FolioBeyond Alternative Income and Interest Rate Hedge ETF

Category Alternative
Issuer Other
Inception Date 2021-10-01
Market Cap $172.6M
Average Volume N/A
Dividend Yield 4.97%
52-Week Range $35.30 - $37.53
VWAP $36.16

Performance

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Investment Summary

📎 Investment Objective

The FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) seeks to provide income and mitigate the impact of rising interest rates through a diversified portfolio of alternative asset classes.

🎯 Investment Strategy

RISR invests in a mix of alternative income-generating assets such as real estate investment trusts (REITs), master limited partnerships (MLPs), and other alternative fixed income instruments. The fund also utilizes interest rate hedging strategies to help protect against the negative effects of rising interest rates.

✨ Key Features

  • Diversified portfolio of alternative income-generating assets
  • Employs interest rate hedging strategies to mitigate interest rate risk
  • Aims to provide consistent income and total return potential
  • Actively managed by experienced alternative investment professionals

⚠️ Primary Risks

  • Exposure to alternative asset classes, which may be more volatile and less liquid than traditional investments
  • Potential for underperformance compared to traditional fixed income investments during periods of declining interest rates
  • Reliance on the fund manager's ability to effectively implement the investment strategies
  • Lack of performance history, as the fund is relatively new

👤 Best For

RISR may be suitable for investors seeking a diversified source of income and protection against rising interest rates, as part of a broader, well-balanced investment portfolio. The fund's alternative strategies and focus on risk management may appeal to investors with a moderate to high-risk tolerance and a longer-term investment horizon.