VanEck Mortgage REIT Income, a high-beta ETF, is deeply oversold due to recent market turmoil and rising bond yields, presenting a short-term swing trade opportunity. The fund's components, including Annaly, AGNC, and Starwood, are heavily influenced by rates and risk-on/risk-off dynamics, making them ideal for swing trading. Technical analysis indicates MORT and its components are oversold, with a target price of $10.5/share, reflecting a potential bounce.
VanEck Mortgage REIT Income ETF offers a 10.67% annual yield with a low expense ratio of 0.43%. The ETF is highly concentrated in mortgage REITs, making it risky and volatile, especially in the current economic climate influenced by tariff wars and Federal cuts. Within the Top 10 Holdings, there are 3 REITs that I recommend as Buys.
The VanEck Mortgage REIT Income ETF invests in US mREITs, with the portfolio exhibiting a high concentration in its top ten positions. Recent increases in long-term interest rates will likely result in poor Q4 2024 earnings for mREITs. Even so analysts remain optimistic for MORT's largest holdings, forecasting returns of about 15% over the next 12 months.
![]() MORT In 1 weeks Estimated | Quarterly | $0.38 Per Share |
![]() MORT 2 months ago Paid | Quarterly | $0.38 Per Share |
![]() MORT 5 months ago Paid | Quarterly | $0.36 Per Share |
![]() MORT 8 months ago Paid | Quarterly | $0.32 Per Share |
![]() MORT 11 months ago Paid | Quarterly | $0.25 Per Share |
![]() MORT 1 Apr 2024 Paid | Quarterly | $0.3 Per Share |
![]() MORT In 1 weeks Estimated | Quarterly | $0.38 Per Share |
![]() MORT 2 months ago Paid | Quarterly | $0.38 Per Share |
![]() MORT 5 months ago Paid | Quarterly | $0.36 Per Share |
![]() MORT 8 months ago Paid | Quarterly | $0.32 Per Share |
![]() MORT 11 months ago Paid | Quarterly | $0.25 Per Share |
![]() MORT 1 Apr 2024 Paid | Quarterly | $0.3 Per Share |
ARCA Exchange | US Country |
The company in discussion is a financial investment fund that emphasizes investing primarily in securities which are integral to its benchmark index, specifically the Mortgage REITs (Real Estate Investment Trusts) Index. This index is diverse, comprising small, medium, and large-capitalization companies, indicating a broad spectrum of investment opportunities within the Mortgage REIT sector. While the fund's investment strategy aims to mirror the performance of its benchmark index closely, it is noteworthy that the fund classifies itself as non-diverse. This indicates a focused investment strategy where a significant portion of the fund's assets may be invested in securities of a limited number of issuers.
Specializing in investing at least 80% of its total assets in securities that form part of the Mortgage REITs Index, the fund provides an avenue for investment in a mix of small-, medium-, and large-cap REIT securities. This product is particularly attractive to investors looking to gain exposure to the real estate sector through mortgage-backed securities, offering potential dividends from real estate investments without needing to directly own physical properties.