F/M 10-Year Investment Grade Corporate Bond Etf (ZTEN) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
F/M 10-Year Investment Grade Corporate Bond Etf (ZTEN) trades at $49.41 with AI Score 44/100 (Grade C). F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) focuses on investing in investment-grade corporate bonds with a… Market cap: $64.6M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for ZTEN: ZTEN does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates ZTEN against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
ZTEN: 1/3 scored disciplines lean bearish. Dominant signal: Ray Dalio bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
F/M 10-Year Investment Grade Corporate Bond Etf (ZTEN) Financial Services Profile
F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) is an actively managed fund focusing on investment-grade corporate bonds with maturities between 9.5 and 10.5 years. As a financial services ETF, ZTEN aims to provide stable returns by adhering to its defined investment strategy within the asset management sector.
What Is the Investment Thesis for ZTEN?
ZTEN presents a focused investment strategy targeting investment-grade corporate bonds with maturities between 9.5 and 10.5 years. With a beta of 0.24, ZTEN exhibits lower volatility compared to the broader market, potentially appealing to risk-averse investors. The fund's value proposition hinges on the stability and predictability of returns from its targeted bond segment. Key catalysts include stable interest rate environments and continued demand for fixed-income investments. However, potential risks involve interest rate hikes, which could negatively impact bond values, and credit downgrades of the underlying corporate bonds. The fund's success is also tied to the expertise of F/m Investments, LLC, in managing the portfolio and navigating the complexities of the fixed-income market. The fund's market cap is $0.07B as of 2026-03-16.
Based on FMP financials and quantitative analysis
ZTEN Key Highlights
ZTEN focuses on investment-grade corporate bonds with maturities between 9.5 and 10.5 years, offering a targeted approach to fixed-income investing.
- The fund is managed by F/m Investments, LLC, aiming to replicate the investment results of its specific bond segment.
- ZTEN's beta of 0.24 indicates lower volatility compared to the broader market, potentially attracting risk-averse investors.
- The fund operates within the asset management industry, providing intraday liquidity and transparency through its ETF structure.
- As of 2026-03-16, ZTEN has a market capitalization of $64.6M.
Who Are ZTEN's Competitors?
ZTEN is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AFSC abrdn Focused U.S. Small Cap Active ETF | $38.51 | -3.49% | $86.4M | 47 |
| BGLD FT Vest Gold Strategy Quarterly Buffer ETF | $17.38 | +0.55% | $53.9M | 44 |
| FHLKX Fidelity Health Savings Fund Class K | $11.76 | -0.17% | $73.9M | — |
| GPTY YieldMax AI & Tech Portfolio Option Income ETF | $42.02 | +0.50% | $107M | 44 |
| ICAP Infrastructure Capital Equity Income Fund ETF | $29.12 | -0.80% | $78.3M | 44 |
| EEA The European Equity Fund, Inc. | $11.15 | -0.59% | $74.7M | 67 |
| HNNA Hennessy Advisors, Inc. | $9.89 | -1.30% | $78.2M | 81 |
| ETHT ProShares - Ultra Ether ETF | $12.57 | +19.94% | $92.2M | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ZTEN's Key Strengths?
Targeted investment strategy focusing on a specific maturity range.
- Low beta indicating lower volatility compared to the broader market.
- ETF structure providing intraday liquidity and transparency.
What Are ZTEN's Weaknesses?
Limited diversification due to its focus on a narrow bond segment.
- Susceptibility to interest rate risk.
- Dependence on the expertise of F/m Investments, LLC.
What Could Drive ZTEN Stock Higher?
Stable interest rate environment supporting bond values.
- Continued demand for fixed-income investments.
- Potential for increased inflows during times of economic uncertainty.
What Are the Key Risks for ZTEN?
Interest rate hikes negatively impacting bond values.
- Credit downgrades of underlying corporate bonds.
- Increased competition from other targeted bond ETFs.
- Market disruptions or unusual interest rate volatility affecting performance.
What Are the Growth Opportunities for ZTEN?
- Increased Demand for Targeted Fixed-Income Strategies: As investors seek more precise control over their fixed-income allocations, ZTEN's focus on a specific maturity range (9.5 to 10.5 years) within the investment-grade corporate bond market could attract greater interest. The market size for targeted fixed-income strategies is growing, driven by investors looking to fine-tune their portfolios and manage interest rate risk more effectively. This trend is expected to continue over the next 3-5 years, providing ZTEN with opportunities to expand its assets under management.
- Rising Interest in Low-Volatility Investments: With a beta of 0.24, ZTEN offers a relatively low-volatility investment option compared to the broader market. In times of economic uncertainty or market turbulence, investors often seek out lower-risk assets. The market for low-volatility investments is substantial, and ZTEN's focus on investment-grade corporate bonds makes it an appealing choice for risk-averse investors. This demand is expected to persist over the next 2-3 years, potentially driving inflows into ZTEN.
- Expansion of Distribution Channels: ZTEN could explore new distribution channels to reach a wider audience of investors. This could include partnerships with financial advisors, online brokerage platforms, and institutional investors. By expanding its reach, ZTEN can increase its visibility and attract new assets. The timeline for this growth opportunity is ongoing, as ZTEN can continuously explore and develop new distribution partnerships.
- Development of Similar Targeted Bond ETFs: F/m Investments, LLC, could leverage its expertise in managing ZTEN to launch additional ETFs targeting different segments of the bond market. This could include ETFs focused on different maturity ranges, credit ratings, or sectors. By expanding its product line, F/m Investments, LLC, can offer investors a suite of targeted fixed-income solutions. The timeline for this growth opportunity is within the next 3-5 years, as the company assesses market demand and develops new ETF products.
- Increased Focus on Active Management: In a market environment where passive investment strategies are prevalent, ZTEN's active management approach could differentiate it from its competitors. By actively selecting and managing the bonds in its portfolio, F/m Investments, LLC, aims to generate superior returns compared to a passive index-tracking ETF. This active management strategy could attract investors seeking higher returns and a more hands-on approach to fixed-income investing. The timeline for this growth opportunity is ongoing, as F/m Investments, LLC, continuously refines its investment process and seeks to outperform its benchmark.
What Are ZTEN's Competitive Advantages?
- Expertise of F/m Investments, LLC, in managing fixed-income portfolios.
- Targeted investment strategy focusing on a specific maturity range.
- ETF structure providing intraday liquidity and transparency.
What Does ZTEN Do?
F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) is managed by F/m Investments, LLC, operating as North Slope Capital, LLC. The fund's primary objective is to mirror the investment results of investment-grade corporate bonds that have a remaining maturity between 9.5 and 10.5 years. This targeted approach allows the fund to focus on a specific segment of the fixed-income market, potentially offering a more predictable return profile compared to broader bond ETFs. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in these qualifying investment-grade corporate bonds. By concentrating on bonds within this maturity range, ZTEN aims to capture the yield and price movements specific to this segment of the yield curve. The fund's strategy is designed to function under normal market conditions, meaning its performance may be affected by significant market disruptions or unusual interest rate volatility. ZTEN operates within the asset management industry, providing investors with a vehicle to access a portfolio of carefully selected corporate bonds. The fund's success depends on the adviser's ability to identify and manage suitable bonds that meet the fund's investment criteria. As an ETF, ZTEN offers intraday liquidity and transparency, allowing investors to easily buy and sell shares on the open market.
What Products and Services Does ZTEN Offer?
- Invests in investment-grade corporate bonds.
- Targets bonds with remaining maturities between 9.5 and 10.5 years.
- Seeks to replicate the investment results of its targeted bond segment.
- Provides investors with access to a portfolio of carefully selected corporate bonds.
- Offers intraday liquidity and transparency through its ETF structure.
- Manages the portfolio to maintain its focus on the specified maturity range.
How Does ZTEN Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to attract and retain investors by delivering competitive returns within its targeted bond segment.
- Utilizes the expertise of F/m Investments, LLC, to select and manage the bond portfolio.
What Industry Does ZTEN Operate In?
ZTEN operates within the asset management industry, specifically focusing on fixed-income investments. The industry is characterized by a wide range of investment products, from broad market ETFs to highly specialized funds like ZTEN. The competitive landscape includes both large asset managers and smaller, niche players. Market trends include increasing demand for fixed-income investments during times of economic uncertainty and a growing interest in targeted investment strategies that offer specific risk and return profiles. ZTEN's focus on a narrow maturity range within the investment-grade corporate bond market positions it as a specialized player within this broader industry.
Who Are ZTEN's Key Customers?
- Retail investors seeking targeted fixed-income exposure.
- Financial advisors looking for specific bond ETFs to include in client portfolios.
- Institutional investors seeking to fine-tune their fixed-income allocations.
Key Financial Metrics
Return on equity for F/M 10-Year Investment Grade Corporate Bond Etf stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. ZTEN trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
How F/M 10-Year Investment Grade Corporate Bond Etf Is Valued
F/M 10-Year Investment Grade Corporate Bond Etf carries a market capitalization of $64.6M, placing it in the micro-cap category. Relative to its peer group, ZTEN's quantitative score of 44/100 is roughly in line with the peer average of 45/100.
ZTEN Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's long-term stability and performance, indicating a positive outlook from management.
- Community sentiment has shifted positively, with discussions highlighting the ETF's resilience in a fluctuating interest rate environment.
- Increased demand for investment-grade bonds amid economic uncertainty enhances the appeal of ZTEN, positioning it well for conservative investors.
- Recent market developments indicate a potential uptick in corporate bond issuance, which could benefit the ETF's holdings and overall returns.
Bear Case
- Concerns over rising interest rates persist, which may negatively impact bond prices and overall fund performance.
- Bearish sentiment in the community reflects worries about economic slowdown, leading some investors to seek alternative assets away from bonds.
- Recent discussions have pointed to potential credit risks associated with some corporate issuers within the ETF, raising red flags for risk-averse investors.
- Market perception is cautious, as investors are weighing the potential for recession against the stability typically offered by investment-grade bonds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
ZTEN Latest News
No recent news available for ZTEN.
ZTEN Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ZTEN.
Price Targets
Wall Street price target analysis for ZTEN.
ZTEN MoonshotScore
What does this score mean?
The MoonshotScore rates ZTEN 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
F/M 10-Year Investment Grade Corporate Bond Etf Financial Services Stock: Key Questions Answered
What does the AI Score mean for ZTEN?
ZTEN holds an AI Score of 44/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) focuses on investing in investment-grade corporate bonds with a specific maturity range. The fund aims to track the performance of these bonds …
What does F/M 10-Year Investment Grade Corporate Bond Etf do?
F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) is a financial services product that invests primarily in investment-grade corporate bonds with maturities ranging from 9.5 to 10.5 years. Managed by F/m Investments, LLC, the fund aims to replicate the investment performance of this specific segment of the fixed-income market.
What are the key factors that influence ZTEN's performance?
ZTEN's performance is primarily influenced by interest rate movements and the credit quality of the underlying corporate bonds. Rising interest rates can negatively impact bond values, while declining rates can have a positive effect. Credit downgrades of the bonds held in the portfolio can also lead to losses.
What are the main risks for ZTEN?
The primary risks for ZTEN include interest rate risk, credit risk, and liquidity risk. Interest rate risk refers to the potential for bond values to decline when interest rates rise. Credit risk is the risk that the issuers of the bonds held in the portfolio may default on their obligations.
What are the key factors to evaluate for ZTEN?
F/M 10-Year Investment Grade Corporate Bond Etf (ZTEN) holds an AI score of 44/100 (low). ZTEN presents a focused investment strategy targeting investment-grade corporate bonds with maturities between 9.5 and 10.5 years. Not financial advice.
How frequently does ZTEN data refresh on this page?
ZTEN's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven ZTEN's recent stock price performance?
F/M 10-Year Investment Grade Corporate Bond Etf (ZTEN) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Targeted investment strategy focusing on a specific maturity range. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider ZTEN overvalued or undervalued right now?
F/M 10-Year Investment Grade Corporate Bond Etf (ZTEN) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research ZTEN before investing?
Before investing in F/M 10-Year Investment Grade Corporate Bond Etf (ZTEN), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for ZTEN. Information is based on available profile and fundamental data.
- Investment decisions should be based on thorough individual research and consultation with a financial advisor.