(FLRN) Bloomberg Investment Grade - NYSE

ETF Category: Ultrashort Bond | Exchange: NYSE (USA) | Market Cap: 2.927m USD | Total Return: 4.8% in 12m

Floating Rate Notes, Corporate Bonds, Debt Securities
Total Rating 58
Safety 60
Buy Signal -0.50
Ultrashort Bond
Category Rotation: -1.2
TER: 0.15%
AUM: 2.93B
Avg Turnover: 26.1M
Risk 3d forecast
Volatility0.88%
VaR 5th Pctl0.15%
VaR vs Median-7.40%
Reward TTM
Sharpe Ratio0.69
Rel. Str. IBD33.2
Rel. Str. Peer Group88.2
Character TTM
Beta0.015
Beta Downside-0.015
Hurst Exponent0.273
Drawdowns 3y
Max DD1.43%
CAGR/Max DD3.93
CAGR/Mean DD241.66

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: FLRN Bloomberg Investment Grade

FLRN is an exchange-traded fund that tracks the performance of U.S. dollar-denominated, investment-grade floating rate notes. The fund maintains a policy of investing at least 80% of its assets in securities that mirror the underlying Bloomberg index, providing exposure to debt instruments with variable interest payments.

Floating rate notes differ from fixed-rate bonds because their coupon payments adjust periodically based on a reference rate, such as SOFR. This structure reduces duration risk, making the asset class less sensitive to price declines when market interest rates rise compared to traditional long-term bonds.

For a deeper look into how these interest rate adjustments impact long-term yields, consider reviewing the detailed metrics on ValueRay. The fund primarily holds debt issued by corporate entities and government-related institutions, focusing on issuers with high credit ratings to minimize default risk.

Headlines to Watch Out For
  • Federal Reserve interest rate policy dictates floating rate coupon adjustments
  • Corporate credit spreads narrow on resilient investment grade issuer fundamentals
  • Short-term liquidity demand drives net inflows and secondary market pricing
  • U.S. dollar-denominated floating rate note supply impacts fund yield profile
What is the price of FLRN shares?

As of June 13, 2026, the stock is trading at USD 30.79 with a total of 737,689 shares traded.
Over the past week, the price has changed by +0.10%, over one month by +0.45%, over three months by +1.32% and over the past year by +4.81%.

Is FLRN a buy, sell or hold?

Bloomberg Investment Grade has no consensus analysts rating.