F/M 10-Year Investment Grade Corporate Bond Etf (ZTEN) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.24: the stock has moved about 76% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerF/M 10-Year Investment Grade Corporate Bond Etf (ZTEN) trades at $47.31. F/M 10-Year Investment Grade Corporate Bond ETF (ZTEN) focuses on investing in investment-grade corporate bonds with a specific maturity range. Sector: Financials.
Price as of · 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.
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 $0.07 billion.
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 | MoonshotScore |
|---|---|---|---|---|
| AFSC abrdn Focused U.S. Small Cap Active ETF | $37.36 | +1.66% | $83.8M | — |
| BGLD FT Vest Gold Strategy Quarterly Buffer ETF | $16.38 | -0.49% | $50.8M | — |
| FHLKX Fidelity Health Savings Fund Class K | $11.49 | -1.03% | $72.2M | — |
| GPTY YieldMax AI & Tech Portfolio Option Income ETF | $43.22 | +1.00% | $110M | — |
| ICAP Infrastructure Capital Equity Income Fund ETF | $27.46 | +0.59% | $73.8M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
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 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 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.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -3.8%.
ZTEN Financials
Bull Case vs Bear Case
Bull Case
- 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.
- Ongoing: Stable interest rate environment supporting bond values.
Bear Case
- 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.
- Potential: Interest rate hikes negatively impacting bond values.
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 collected by Financial Modeling Prep for ZTEN.
Price Targets
Wall Street price target analysis for ZTEN.
ZTEN MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for ZTEN; grades run from A+ (80-100) to F (below 30).
F/M 10-Year Investment Grade Corporate Bond Etf Financials Stock: Key Questions Answered
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.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information is based on available profile and fundamental data.
- Investment decisions should be based on thorough individual research and consultation with a financial advisor.