Fieldstone Uva Unconstrained Etf Profile

FFIU Etf  USD 21.86  0.06  0.27%   

Performance

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Fieldstone UVA is selling for under 21.86 as of the 29th of March 2024; that is -0.27 percent down since the beginning of the trading day. The etf's last reported lowest price was 21.79. Fieldstone UVA has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Fieldstone UVA Unconstrained are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
The fund seeks to achieve its investment objective of current income by investing principally in fixed income securities of any kind with a dollar-weighted average effective duration of between three and seven years. Fieldstone Uva is traded on NYSEARCA Exchange in the United States.. More on Fieldstone UVA Unconstrained

Moving together with Fieldstone Etf

  0.88BLV Vanguard Long-Term BondPairCorr
  0.88BAB Invesco Taxable MunicipalPairCorr
  0.9IGLB IShares 10 Year Sell-off TrendPairCorr
  0.9SPLB SPDR Barclays LongPairCorr
  0.91LKOR FlexShares Credit-ScPairCorr

Fieldstone Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Fieldstone UVA's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fieldstone UVA or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Business ConcentrationBroad Debt ETFs, Broad Market ETFs, Long-Term Bond, Spinnaker ETF Trust (View all Sectors)
IssuerOBP Capital
Inception Date2017-08-21
Entity TypeRegulated Investment Company
Asset Under Management42.68 Million
Average Trading Valume1,395
Asset TypeFixed Income
CategoryBroad Debt
FocusBroad Market
Market ConcentrationBlended Development
RegionGlobal
AdministratorThe Nottingham Company
AdvisorOBP Capital, LLC
CustodianClearStreet, LLC
DistributorCapital Investment Group, Inc.
Portfolio ManagerRobert Barone, Joshua Barone
Transfer AgentNottingham Shareholder Services, LLC
Fiscal Year End31-May
ExchangeNYSE Arca, Inc.
Number of Constituents123
Market MakerGTS
Total Expense0.65
Management Fee0.25
Country NameUSA
Returns Y T D0.09
NameFieldstone UVA Unconstrained Medium-Term Fixed Income ETF
Currency CodeUSD
Open FigiBBG00HG93369
In Threey Volatility8.56
1y Volatility9.12
200 Day M A21.5319
50 Day M A21.9497
CodeFFIU
Updated At28th of March 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.64)
Fieldstone UVA Unconstrained [FFIU] is traded in USA and was established 2017-08-18. The fund is listed under Long-Term Bond category and is part of Spinnaker ETF Trust family. The entity is thematically classified as Broad Debt ETFs. Fieldstone UVA Uncon currently have 71.25 M in assets under management (AUM). , while the total return for the last 3 years was -1.9%.
Check Fieldstone UVA Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fieldstone Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fieldstone Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fieldstone UVA Unconstrained Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Fieldstone UVA Unconstrained Etf Constituents

EVVEaton Vance LimitedFundAsset Management
BBNBlackrock Taxable MunicipalFundAsset Management
GBABGuggenheim Taxable MunicipalEtfFinancials
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Fieldstone UVA Target Price Odds Analysis

Attributed to a normal probability distribution, the odds of Fieldstone UVA jumping above the current price in 90 days from now is about 29.83%. The Fieldstone UVA Unconstrained probability density function shows the probability of Fieldstone UVA etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Fieldstone UVA has a beta of 0.3865. This usually indicates as returns on the market go up, Fieldstone UVA average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Fieldstone UVA Unconstrained will be expected to be much smaller as well. Additionally, fieldstone UVA Unconstrained has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 21.86HorizonTargetOdds Above 21.86
69.04%90 days
 21.86 
29.83%
Based on a normal probability distribution, the odds of Fieldstone UVA to move above the current price in 90 days from now is about 29.83 (This Fieldstone UVA Unconstrained probability density function shows the probability of Fieldstone Etf to fall within a particular range of prices over 90 days) .

Fieldstone UVA Uncon Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fieldstone UVA market risk premium is the additional return an investor will receive from holding Fieldstone UVA long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Fieldstone UVA. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Fieldstone UVA's alpha and beta are two of the key measurements used to evaluate Fieldstone UVA's performance over the market, the standard measures of volatility play an important role as well.

Fieldstone UVA Against Markets

Picking the right benchmark for Fieldstone UVA etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Fieldstone UVA etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Fieldstone UVA is critical whether you are bullish or bearish towards Fieldstone UVA Unconstrained at a given time. Please also check how Fieldstone UVA's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Fieldstone UVA without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Fieldstone Etf?

Before investing in Fieldstone UVA, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Fieldstone UVA. To buy Fieldstone UVA etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Fieldstone UVA. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Fieldstone UVA etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Fieldstone UVA Unconstrained etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Fieldstone UVA Unconstrained etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Fieldstone UVA Unconstrained, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Fieldstone Etf please use our How to Invest in Fieldstone UVA guide.

Already Invested in Fieldstone UVA Unconstrained?

The danger of trading Fieldstone UVA Unconstrained is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Fieldstone UVA is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Fieldstone UVA. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fieldstone UVA Uncon is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Fieldstone UVA Uncon is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Fieldstone Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Fieldstone Uva Unconstrained Etf. Highlighted below are key reports to facilitate an investment decision about Fieldstone Uva Unconstrained Etf:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fieldstone UVA Unconstrained. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

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When running Fieldstone UVA's price analysis, check to measure Fieldstone UVA's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fieldstone UVA is operating at the current time. Most of Fieldstone UVA's value examination focuses on studying past and present price action to predict the probability of Fieldstone UVA's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fieldstone UVA's price. Additionally, you may evaluate how the addition of Fieldstone UVA to your portfolios can decrease your overall portfolio volatility.
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The market value of Fieldstone UVA Uncon is measured differently than its book value, which is the value of Fieldstone that is recorded on the company's balance sheet. Investors also form their own opinion of Fieldstone UVA's value that differs from its market value or its book value, called intrinsic value, which is Fieldstone UVA's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Fieldstone UVA's market value can be influenced by many factors that don't directly affect Fieldstone UVA's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Fieldstone UVA's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fieldstone UVA is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fieldstone UVA's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.