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FolioBeyond RISR Blog

 

    RISR Commentary for September 2023
    Commentary, Performance

    RISR Commentary for September 2023

    October 26, 2023
    Dean Smith
    Read More
    RISR Commentary for August 2023
    Commentary, Performance

    RISR Commentary for August 2023

    September 25, 2023
    Dean Smith
    Read More
    RISR Commentary for July 2023
    Commentary, Performance

    RISR Commentary for July 2023

    August 24, 2023
    Dean Smith
    Read More
    Rising Rates ETF (RISR) Hits New 52-Week High
    Rising Rates

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

    August 10, 2023
    Sanghamitra Saha
    Read More
    Discussing RISR ETF (FolioBeyond Alternative Income and Interest Rate Hedge ETF) on the floor of NYSE
    Rising Rates

    Discussing RISR from the Floor of NYSE

    August 4, 2023
    George Lucaci
    Read More
    July - August 2023 Macro Commentary
    Rising Rates

    July - August 2023 Macro Commentary

    July 31, 2023
    George Lucaci
    Read More
    RISR Commentary for June 2023
    Commentary, Performance

    RISR Commentary for June 2023

    July 31, 2023
    Dean Smith
    Read More
    RISR Commentary for May 2023
    Commentary, Performance

    RISR Commentary for May 2023

    June 22, 2023
    Dean Smith
    Read More
    RISR Commentary for April 2023
    Commentary, Performance

    RISR Commentary for April 2023

    May 30, 2023
    Dean Smith
    Read More
    Rising Rates

    RISR Compelling Yield from Seeking Alpha

    May 16, 2023
    Seeking Alpha
    Read More
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    Contact

    (866)497-4963
    risr@foliobeyond.com

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    Important Information

    Before investing you should carefully consider the Fund's investment objectives, risks, charges and expenses. This and other information is in the prospectus. A prospectus may be obtained by clicking here. Please read the prospectus carefully before you invest.

    For standardized performance, please click here.

    The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. Performance current to the most recent month-end can be obtained by calling (866) 497-4963.

    Fund Risks:  An investment in the Fund is subject to numerous risks including the possible loss of principal. There can be no assurance that the Fund will achieve its investment objective.  Equity securities, such as common stocks, are subject to market, economic and business risks that may cause their prices to fluctuate. As with all ETFs, Fund shares may be bought and sold in the secondary market at market prices. The market price normally should approximate the Fund’s net asset value per share (NAV), but the market price sometimes may be higher or lower than the NAV. The Fund is new with a limited operating history. There are a limited number of financial institutions authorized to buy and sell shares directly with the Fund, and there may be a limited number of other liquidity providers in the marketplace. There is no assurance that Fund shares will trade at any volume, or at all, on any stock exchange. Low trading activity may result in shares trading at a material discount to NAV. Please see the prospectus and summary prospectus for a complete description of principal risks.

    The value of MBS IOs is more volatile than other types of mortgage-related securities. They are very sensitive not only to declining interest rates, but also to the rate of prepayments. MBS IOs involve the risk that borrowers may default on their mortgage obligations or the guarantees underlying the mortgage-backed securities will default or otherwise fail and that, during periods of falling interest rates, mortgage-backed securities will be called or prepaid, which may result in the Fund having to reinvest proceeds in other investments at a lower interest rate. The Fund's derivative investments have risks, including the imperfect correlation between the value of such instruments and the underlying assets or index; the loss of principal, including the potential loss of amounts greater than the initial amount invested in the derivative instrument. The value of the Fund's investments in fixed income securities (not including MBS IOs) will fluctuate with changes in interest rates. Typically, a rise in interest rates causes a decline in the value of fixed income securities owned indirectly by the Fund.

    Distributed by Foreside Fund Services, LLC.