F/m Compoundr U.S. Aggregate Bond ETF (CPAG)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
CPAG Chart
Alex Morris on Dual Share Class Funds, Fixed Income, & More
Exchange 2026 brought together experts and leaders from firms of all kinds to share ideas, showcase investment perspectives, and discuss the latest market innovations. Alex Morris, CEO of F/m Investments, sat down with the VettaFi team to talk about today's fixed income environment, the F/m fund lineup, and much more.
F/m Compoundr U.S. Aggregate Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Scott M. Freund Family Office Research LLC | 2,763 | $283,227 | $281,742.83 | -$1,484.17 | -0.52% |
 Jason Lina Golden Bell Financial Planning LLC | 7,472 | $763,691 | $763,414.24 | -$276.76 | -0.04% |
| RS Ranga Srinivasan Everest Management Corp | 8,751 | $894,499 | $894,614.73 | $115.73 | 0.01% |
 Cole Dimond Caliber Wealth Management LLC / KS | 7,772 | $794,381.21 | $793,987.52 | -$393.69 | -0.05% |
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F/m Compoundr U.S. Aggregate Bond ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The index is designed to provide investors with exposure that aligns with the total return of U.S. investment-grade aggregate bonds, while excluding the impact of receiving and reinvesting dividend income through investments in ETFs. F/m Investments LLC, acting as the Adviser, aims to attain the fund's objective by allocating at least 80% of the fund's net assets—along with any borrowings made for investment purposes—into underlying funds that are primarily aimed at U.S. dollar-denominated investment-grade bonds. This strategy is focused on maintaining a robust portfolio that adheres to the standards of investment-grade securities, ensuring stability and financial reliability for its investors.
Products and Services
- Investment Strategy
The fund employs a meticulous investment strategy that prioritizes U.S. investment-grade bonds, ensuring that investors have a reliable and diversified bond portfolio. By focusing on this segment, the fund minimizes exposure to lower-quality bonds, which can be influenced by market volatility.
- ETFs Investment
Through investments in Exchange-Traded Funds (ETFs), the fund attains an efficient and liquid way to access a wide range of investment-grade bonds. ETFs allow for easy trading and provide transparency regarding the underlying assets, thereby enhancing investor confidence.
- Active Management
Although the fund primarily invests in ETFs, F/m Investments LLC offers active management to ensure that the portfolio remains aligned with its objective. The Adviser continuously analyzes market conditions and makes informed decisions to optimize returns.
- Risk Management
The strategy includes comprehensive risk management practices aimed at protecting the capital of the investors. The fund focuses on assessing various market risks and diversifying its investments to mitigate potential losses.
- Investor Support
F/m Investments LLC provides dedicated support for its investors, offering resources and information to help them understand the fund's performance and strategy. This includes regular updates, performance reports, and easy access to advisers for any questions or concerns.
