Angel Oak Mortgage-Backed Securities ETF (MBS)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
MBS Chart
With Fixed Income, It's Time to Think About Outcomes
Passive aggregate bond strategies have long been default options for advisors and investors looking to defray risk in equity-heavy portfolios while adding a reliable income sleeve. However, many of the ETFs and index funds tracking the Bloomberg U.S. Aggregate Bond Index and other related benchmarks come with drawbacks some market participants overlook.
Dynex Capital Continues Delivering Consistent Monthly Income Despite Market Volatility
Dynex Capital remains a Buy for its high-yield, dependable monthly dividend and opportunistic MBS portfolio growth amid market volatility. DX's strategy centers on Agency MBS, now 95% of assets, leveraging market dislocations to add $6B in investments despite Q1 book value decline. Net interest income rose to $0.40/share in Q1 2026; liquidity remains robust at $1.3B, or 46% of equity.
MBS: Mortgages Are Attractive After The Sell-Off
The Angel Oak Mortgage-Backed Securities ETF is indeed a standout for its "pure-play" focus on residential mortgage credit and its prime ticker symbol. As of early April 2026, the fund is navigating a volatile environment where geopolitical tensions (specifically the Iran conflict) have pushed Treasury yields up by 20–30 bps. With an effective duration of 5.7 years, MBS is more sensitive to rate hikes than short-term Treasury funds (like IEI), but it captures the "excess spread" from mortgages.
Angel Oak Mortgage-Backed Securities ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KPS Kyle P. Smith NewEdge Wealth LLC | 2.59M | $22.2M | $22.35M | $153,480.66 | 0.69% |
| CC Candace Cavalier Congress Wealth Management LLC / DE / | 6.59M | $57.22M | $56.83M | -$395,552.94 | -0.69% |
 James J. Karabas Embree Financial Group | 152,912 | $1.34M | $1.32M | -$17,605.61 | -1.32% |
Angel Oak Mortgage-Backed Securities ETF (MBS) FAQ
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Angel Oak Mortgage-Backed Securities ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund specializes in investing predominantly in mortgage-backed securities (MBS), dedicating at least 80% of its net assets, in addition to any borrowed funds for investment purposes, to this type of security. By focusing on MBS, the fund aims to provide investors with a way to access the real estate market indirectly through securities that are secured by mortgage loans. The fund operates under a non-diversified status, meaning it may be more significantly impacted by the performance of individual investments than diversified funds. This focused approach is intended for investors looking for specific exposure to the mortgage-backed securities market, possibly seeking to complement their diversified investments or to capitalize on the performance of the housing and real estate sectors.
Products and Services
The main investment focus of the fund is detailed in its products and services, which include:
- Mortgage-Backed Securities (MBS)
This primary investment vehicle of the fund involves putting at least 80% of its net assets, alongside any amounts borrowed for investment purposes, into MBS. These are securities whose income payments and hence value are derived from and secured by a specified pool of underlying mortgage loans. The fund's emphasis on MBS provides investors with exposure to the residential and commercial mortgage markets without the need for direct investment in physical real estate.
- Asset-Backed Securities (ABS)
Up to 20% of the fund's net assets can be invested in various asset-backed securities. ABS are similar to MBS, but instead of being secured by mortgage loans, they are backed by other types of financial assets, such as auto loans, student loans, credit card debt, etc. This allows the fund to diversify its investments slightly within the realm of securitized assets, offering investors a broader exposure to different segments of the credit market.
