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FolioBeyond RISR Blog

 

    Posts by:

    George Lucaci

    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
    Commentary, Performance

    Irrational Exuberance Redux, the Fed, and a Look at 2023

    January 26, 2023
    George Lucaci
    Read More
    HOLIDAY 2022 MACRO
    Rising Rates

    HOLIDAY 2022 MACRO

    December 21, 2022
    George Lucaci
    Read More
    October 2022 Macro Commentary
    Inflation, Commentary, Rising Interest Rates

    October 2022 Macro Commentary

    October 14, 2022
    George Lucaci
    Read More
    Inflation, Rising Interest Rates, Bonds, Volatility, Diversification

    September 2022 Macro Commentary - Investing in Hope

    September 19, 2022
    George Lucaci
    Read More
    FolioBeyond-Misplaced-optimism
    Inflation, Recession, Fed Funds Rate

    Misplaced Optimism? – August 2022 Macro Commentary

    August 16, 2022
    George Lucaci
    Read More
    FolioBeyond-RISR-Rising-Rates
    Commentary, Rising Interest Rates, Performance

    How much higher can interest rates go? A lot higher.

    May 19, 2022
    George Lucaci
    Read More
    RISR Blog & Email Headers
    Inflation, Commentary, Rising Interest Rates, Russia, Bonds

    Rasputin’s Ghost, Inflation, and a Bear Market in Bonds

    April 13, 2022
    George Lucaci
    Read More
    FolioBeyond-logo-sm

    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.