Ad of FlexShares Ready Access Variable Income ETF (RAVI)

Find FlexShares Ready Access Variable Income Fund (RAVI) review. This ETF fund is managed by Northern Trust.

ETF Investing

Exchange Traded Fund or ETF is divided into 2 main categories: actively managed ETF and index ETF. Most of ETFs are index exchange traded funds or passively managed. There have been more and more new ETFs being introduced. FlexShares ETFs by Northern Trust are among actively managed ETFs. Recently, I saw an ad of FlexShares Ready Access Variable Income Fund (RAVI). The ad title is “Short-term liquidity with solid return potential.”

Whether you should invest in your brokerage, retirement, or 401(k) account; you need to do a thorough research. Find this ETF fund review below. I have provided the details such as expense ratio, yield, etc. Also find out whether there is a risk or not associated with this new ETF.

The following is the ad:

Flex Shares | ETFs for Real-World Goals 

Finally, short-term liquidity with solid return potential. 

Looking for greater return potential from your short-duration fixed income investments? FlexShares® RAVI ETF can help you build a portfolio strategy that provides opportunity for meaningful return without undue volatility. 

Scan to visit Flexshares.com

For more on RAVI, visit flexshares.com/solid

Managed by Northern Trust 

Before investing, visit www.flexshares.com/prospectus to obtain a prospectus that includes the investment objectives, risks, fees, expense and other information you should read carefully and consider carefully. Foreside Fund Services, LLC, distributor.

FlexShares Fund Review

The investment objective of FlexShares Ready Access Variable Income Fund (RAVI) is to seek maximum current income consistent with the preservation of capital and liquidity. This exchange traded fund invests mainly in investment-grade fixed income instruments, including short-term debt securities, notes and other similar instruments issued by U.S. and non-U.S. public and private companies.

This bond ETF fund has total net assets of $41.44 million. It has annual expense ratio of 0.25%. The fund is currently traded at premium 0.04% from its NAV. The CUSIP is 33939L886. It has 0.48% yield. The ETF fund has just been incepted in October 2012; therefore it has no rating from Morningstar yet. It has YTD return of 0.83%. The 1-year annualized return is 0.89%. The benchmark is Barclays Capital 1-3 Month U.S. Treasury Bill Index.

The top 3 holdings as of November 19, 2013 are Tri-Party RBS Securities Inc (7.86%), Net Other Assets (5.25%) and Coca Cola Co (4.37%). The top sector is Corporate (81.67%) and United States is the top country allocation (71.79%).

Investment Advice

• FlexShares Ready Access Variable Income Fund (RAVI) is a new ETF. There is still lack of historical performance to access its potential.
• The low assets also show that this ETF hasn’t been popular among investors.
• Please use limit order if you are interested to buy this bond ETF due to low volume.