F/m Investments Launches First 30-Year TIPS ETF: RTHY
RTHY will target monthly distributions, following the approach of F/m’s other fixed-income ETFs.
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Ultra-long TIPS ETF offers long-horizon investors exposure to 30-year real yields.
“RTHY extends our inflation-protected ETF series, giving investors more precision and control at the long end of the curve, just as RBIL did at the short end,” said F/m Investments CEO Alexander Morris. “By packaging 30-year TIPS in an ETF, we’re giving investors a simple way to own the longest-dated inflation-indexed bonds the
Real yields on 30-year TIPS are near multi-decade highs, at
RTHY tracks the Bloomberg
“For ultra-long-horizon investors, 30-year TIPS pair the credit of the
For asset allocators, retirement planners, insurance companies, and endowments, RTHY offers CPI-linked exposure to 30-year real yields in a single ETF.
When paired with the F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (Nasdaq: RBIL), RTHY enables a “barbell” strategy with inflation-indexed exposure at both ends of the curve, giving advisors control over real-rate exposure without compromising liquidity.
About F/m Investments
F/m Investments is a fixed income investment advisory firm managing approximately
Investors should consider the investment objectives, risks, charges, and expenses before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call 1-800-617-0004 or visit our website at www.fminvest.com. Read the prospectus or summary prospectus carefully before investing.
Investments involve risk. Principal loss is possible. Distributed by Quasar Distributors, LLC
Disclosures
The Bloomberg U.S. TIPS 25+ Year Equal Weight Index measures the performance of the U.S. Treasury Inflation Protected Securities (TIPS) market with greater than or equal to twenty-five years to maturity with each constituent weighted equally by market value. Federal Reserve SOMA holdings of U.S. TIPS are excluded from the face amount outstanding of each bond in the index.
Concentration Risk. The Fund may be susceptible to an increased risk of loss, including losses due to adverse events that affect the Fund’s investments more than the market as a whole, to the extent that the Fund’s investments are concentrated in a particular issue, issuer or issuers, country, market segment, or asset class. Duration Risk. Duration is a measure of the price sensitivity of a debt security or portfolio to interest rate changes. Duration risk is the risk that longer-duration debt securities will be more volatile and thus more likely to decline in price, and to a greater extent, in a rising interest rate environment than shorter-duration debt securities. Fixed-Income Market Risk. When the Fund invests in fixed income securities, the value of your investment in the Fund will fluctuate with changes in interest rates. High Portfolio Turnover Risk. The Fund may incur relatively high portfolio turnover. The active and frequent trading of the Fund’s portfolio securities may result in increased transaction costs to the Fund, including brokerage commissions, dealer mark-ups and other transaction costs, which could reduce the Fund’s return. Index-Related Risk. There is no guarantee that the Fund’s investment results will have a high degree of correlation to those of the Underlying Index or that the Fund will achieve its investment objective. Inflation-Linked Securities Risk. In general, the value of an inflation-linked security, including TIPS, will typically decrease when real interest rates (nominal interest rates reduced by the expected impact of inflation) increase and increase when real interest rates decrease. New Fund Risk. The Fund is a newly organized, management investment company with a limited operating history. In addition, there can be no assurance that the Fund will grow to, or maintain, an economically viable size, in which case the Board of Directors (the “Board”) of The RBB Fund, Inc. (the “Company”) may determine to liquidate the Fund. Passive Investment Risk. Although the Fund is permitted to invest up to
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Media Contact:
Tucker Slosburg
Lyceus Group
fmpr@lyceusgroup.com
(206) 635-4196
Source: F/m Investments