FlexShares Ultra-Short Income FundRAVI
RAVI
1
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
11% more funds holding
Funds holding: 53 [Q3] → 59 (+6) [Q4]
9% more capital invested
Capital invested by funds: $1B [Q3] → $1.09B (+$85.5M) [Q4]
0.51% more ownership
Funds ownership: 92.22% [Q3] → 92.73% (+0.51%) [Q4]
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
Research analyst outlook
We haven’t received any recent analyst ratings for RAVI.
Financial journalist opinion
Negative
Seeking Alpha
5 months ago
RAVI: Interest Rate Risks And Opportunity Cost Are Looming
FlexShares Ultra-Short Income Fund ETF warrants a sell rating due to the risk of declining interest rates impacting bond yields and increasing opportunity costs. RAVI offers a high yield compared to peers but has a higher expense ratio and lower quality bond ratings, increasing investor risk. Declining interest rates are expected to reduce RAVI's yield, making it less attractive compared to equities and other asset classes.
Neutral
ETF Trends
6 months ago
Your Investment Playbook: Buying Back Into Bonds
Many investors still find themselves sitting on excess cash in their portfolios, an unsurprising fact given ongoing volatility and uncertainty. Brian Kennedy of Loomis, Sayles & Company and Ronit Walny of Northern Trust Asset Management joined VettaFi's Cinthia Murphy to discuss how they're thinking about bonds in the year's final quarter.
Charts implemented using Lightweight Charts™