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VanEck Mortgage REIT Income ETF MORT

Morningstar Medalist Rating
Medalist Rating as of | See VanEck Investment Hub

Morningstar’s Analysis MORT

Will MORT outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MORT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MORT management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MORT’s parent organization’s priorities and whether they’re in line with investors’ interests.

VanEck Mortgage REIT Income ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MORT

More MORT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 69.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Annaly Capital Management Inc

14.40 36.4 Mil
Real Estate

AGNC Investment Corp

11.57 29.2 Mil
Real Estate

Starwood Property Trust Inc

9.84 24.9 Mil
Real Estate

Rithm Capital Corp

8.94 22.6 Mil
Real Estate

Blackstone Mortgage Trust Inc A

4.91 12.4 Mil
Real Estate

Hannon Armstrong Sustainable Infrastructure Capital Inc

4.66 11.8 Mil
Real Estate

Arbor Realty Trust Inc

4.63 11.7 Mil
Real Estate

Ready Capital Corp

3.65 9.2 Mil
Real Estate

Ladder Capital Corp Class A

3.50 8.8 Mil
Real Estate

Apollo Commercial Real Estate Finance Inc

3.41 8.6 Mil
Real Estate