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ZHOGF/m Opportunistic Income ETF

Get income#1093 of 1640 for Get income

Seeks to provide attractive income opportunities by identifying undervalued sectors in U.S. fixed income markets.

F/m investments, LLC · Since 2023 (2 years)

Annual Cost

0.43%

#1969 out of 5,332 ETFs

Fund Size

$45M

#3435 out of 5,332 ETFs

Dividend Yield

5.60%

Track Record

2 years

#3231 out of 5,332 ETFs

Performance

1 Year

+6.2%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Bonds
94.1%
Preferred
3.3%
Cash
2.5%
Convertible
1.7%

Top holdings

F/m High Yield 100 ETFZTOP9.5%
F/m US Treasury 5 Year Note ETFUFIV5.4%
F/M 3-Yr Invmt Grd Corp Bd ETFZTRE3.8%

Risk profile

Volatility (1Y)

1.6%

Moderate

Max drawdown

-3.7%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

5.1 years

Avg maturity

9.9 years

Credit ratings

US Government
13.7%

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Data updated on 2026-05-05