FolioBeyond Alt Inc and Int Rt Hdg ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.  

 The strategy benefits from a notable effort from managers to align personal interests with shareholders by investing alongside them. This helps drive the team's Average People Pillar rating. The fund earns an Average Process Pillar rating. The strategy's parent firm has some investor-friendly attributes, like modest portfolio manager turnover and overall affordable fees. As a result, the firm gets an Average Parent Pillar rating.

Analyst Rating

Morningstar's evaluation of this fund's process aims to determine how repeatable, consistent, and reliable it is, and whether management maintains a competitive advantage. FolioBeyond Alt Inc and Int Rt Hdg ETF earns an Average Process Pillar rating.    The most significant contributor to the rating is the firm's five-year retention rate of 100% over the period. The size of the portfolio management team also reinforces the process. With four portfolio managers, the fund is reasonably well-resourced. Lastly, the process is limited by being an actively managed strategy. Historical data, such as Morningstar's Active/Passive Barometer, finds that actively managed funds have generally underperformed their passive counterparts, especially over longer time horizons.

 The investment strategy as stated in the fund's prospectus is as follows: 


The investment seeks to provide current income and protect against rising interest rates.  The fund is an actively-managed exchange-traded fund (“ETF”) that seeks to provide protection against rising interest rates (i.e. and an interest rate hedge) while generating current income under stable interest rates. The fund invests primarily in interest-only mortgage-backed securities (“MBS IOs”) and U.S. Treasury bonds. Mortgage-backed securities (“MBS”) are fixed-income instruments that represent an interest in a pool of mortgages. The fund is non-diversified.

 This strategy has a 6.5% 12-month yield, higher than its average peer's 4.8%. While a higher yield may deliver more income, it also tends to indicate higher credit risk.

Average

Process

FolioBeyond Alt Inc and Int Rt Hdg ETF earns an Average People Pillar rating. The leading driver of the rating is the firm's five-year retention rate of 100%. The rating also benefits because at least one manager has invested more than $1 million in the strategy. Lastly, the rating is limited by the combined average five-year excess return of each manager, which shows that the funds they manage have underperformed their respective category average.


Yung Lim’s veteran status, with 21 years of portfolio management experience, brings a wealth of experience to the table.  The team boasts an experienced corps of listed portfolio managers, with three others supporting Yung Lim. Together, they average 10 years of portfolio management experience.

People

Since its inception two years ago, FolioBeyond has shown that it will hold its own as a steward of capital, warranting an Average Parent Pillar rating. FolioBeyond currently manages one vehicle, with a total of $77.2 million under management and a roster of four portfolio managers. As a group, this management team is quite accomplished with about an average of 10 years of total industry experience.  The second part of recruiting experienced managers is retaining them, and so far, FolioBeyond has done this well, shown by its low manager turnover ratio. 

 The FolioBeyond open-end and exchange-traded fund lineup is moderately priced, with its average net expense ratio falling in the middle quintile of asset managers.  

 To keep an Average rating, FolioBeyond will be expected to uphold a consistent track record of positive investor experience.

Parent

FolioBeyond Rising Rates ETF

RISR seeks to provide income and protect against rising interest rates through exposure to interest-only MBS and US Treasury bonds. The fund is actively managed.

For investors seeking momentum, Foliobeyond Rising Rates ETF RISR is probably on the radar. The fund just hit a 52-week high and is up 16.33% from its 52-week low price of $29.64/share.

Mortgage-Backed Security ETF (RISR) Hits New 52-Week High

For investors seeking momentum, FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR is probably on radar. The fund just hit a 52-week high and is up 13.1% from its 52-week low price of $29.64/share.

Mortgage-Backed ETF (RISR) Hits New 52-Week High

FolioBeyond Alternative Income and Interest Rate Hedge ETF provides diversification benefits to fixed income portfolios by investing in interest-only mortgage-backed securities and U.S. treasury bonds. RISR combines negative duration MBS IO strips with long treasury bonds to create a portfolio with a negative target duration. In the current rising long-term interest rate environment, RISR is expected to benefit from slowing prepayments and deliver positive returns to investors.

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For investors seeking momentum, FolioBeyond Alternative Income And Interest Rate Hedge ETF RISR is probably on radar. The fund just hit a 52-week high and is up 15.7% from its 52-week low price of $29.00/share.

Rising Rates ETF (RISR) Hits New 52-Week High

The FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) focuses on interest-only mortgage-backed securities (MBS IOs) and US Treasury bonds, with an active management strategy. RISR has performed well against relevant equity and bond indices since its inception in 2021, but reports a high volatility level and has a high expense ratio of 1%. Despite its potential, the fund's outlook is uncertain due to the volatility of MBS IOs and the broader agency MBS market, leading me to rate RISR a Hold.

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