Morningstar

Angel Oak Mortgage-Backed Securities ETF MBS

Morningstar Medalist Rating
Medalist Rating as of | See Angel Oak Investment Hub

Morningstar’s Analysis MBS

Will MBS outperform in the 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 MBS’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MBS

More MBS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association

10.77 20M
Securitized

Federal National Mortgage Association

5.48 10M
Securitized

Federal National Mortgage Association

3.16 6M
Securitized

Fnma Pass-Thru I 2%

2.56 5M
Securitized

Fnma Pass-Thru I 3.5%

2.27 4M
Securitized

Point Securitization Trust 2026-1 5.25%

2.05 4M
Securitized

First American Government Obligs U

2.04 4M
Cash and Equivalents

SEQUOIA MORTGAGE TRUST 2023-4 5.54%

2.03 4M
Securitized

ASPIRE MORTGAGE TRUST 2026-5 6.39%

2.03 4M
Securitized

5 Year Treasury Note Future Dec 26

1.99 4M
Government

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