Angel Oak Mortgage-Backed Securities ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
Angel Oak Mortgage-Backed Securities ETF MBS
Morningstar’s Analysis MBS
Will MBS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the MBS 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 MBS’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SEQUOIA MORTGAGE TRUST 2023-4 5.64% | 2.63 | 4M | Securitized |
Federal Home Loan Mortgage Corp. 2.5% | 2.27 | 3M | Securitized |
Federal Home Loan Mortgage Corp. 2.5% | 2.17 | 3M | Securitized |
RCKT MORTGAGE TRUST 2021-5 2.5% | 2.10 | 3M | Securitized |
Federal National Mortgage Association 2% | 1.93 | 3M | Securitized |
GS Mortgage-Backed Securities Trust 2020-Pj2 4.11% | 1.93 | 3M | Securitized |
Federal National Mortgage Association 2% | 1.72 | 3M | Securitized |
Federal Home Loan Mortgage Corp. 6% | 1.69 | 2M | Securitized |
Federal National Mortgage Association 2% | 1.65 | 2M | Securitized |
Federal National Mortgage Association 2% | 1.60 | 2M | Securitized |
United States