Angel Oak Mortgage-Backed Securities ETF (MBS)
NASDAQ (NMS) NASDAQ (NMS) Primary 
Armour Residential REIT: Sidelined Again As A High-Yield Idea With MBS Volatility
ARMOUR Residential REIT offers a yield above 22% but remains a neutral-rated hold due to persistent headwinds. ARR underperforms key benchmarks and peers, with weak momentum, elevated leverage, and negative EPS growth expectations. Despite strong profit margins and agency MBS focus, short-term funding costs and dividend coverage concerns elevate risk.
With an Over 16% Yield, Is Now the Time to Buy AGNC Stock?
AGNC's MBS portfolio was negatively impacted by rising rates in Q3. The current MBS environment is starting to look attractive.
Confluence Asset Allocation Quarterly
Third Quarter 2026 Asset Allocation Outlook Recession likelihood is low over our three-year forecast period. Economic growth continues near trend, with policy spurring business investment.
AGNC Investment Q2 Earnings Call Highlights Agency MBS Outlook
AGNC sees improving Agency MBS supply-demand trends, stronger book value and higher-coupon opportunities despite a volatile rate backdrop.
Fabulous Fundamentals in This Corner of the Bond Market
According to Bankrate's Mortgage Rates, the national average for a 30-year fixed mortgage is 6.61%. That's uncomfortably high and a major headwind to many prospective homebuyers, particularly those in the first-time category.
MBS ETFs: Rally Rolls on After Record-Setting Year
Agency mortgage-backed securities (MBS) are quietly coming off their best year since 2002 — climbing over 8.5%. So far, the macroeconomic backdrop of 2026 suggests last year's rally was far from a fluke.
Annaly Capital: The 13% Yielder That Keeps Hiking Its Dividends
Agency MBS assets provide a unique investment opportunity with minimal credit risk. Agency mREITs leverage agency MBS with a business model that has low exposure to credit risk but high exposure to interest rate changes. As the interest rate curve normalizes, NLY has benefited, recently raising its dividend.
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.
AGNC: The Pullback Is Getting Interesting With Yields At 14%
AGNC Investment Corp. offers a compelling 13.99% yield, with a resilient agency MBS portfolio exceeding $90 billion and minimal credit risk. Despite recent macro volatility and share price declines, AGNC's robust hedging, liquidity, and GSE MBS demand position it for recovery and income stability. Strategic balance sheet expansion, swap repositioning, and strong Q4 results—including $0.89 per share comprehensive income—underscore AGNC's operational strength.
Agency mREITs: Which Are Gold, Which Are Yield Traps
Minimal Credit Risk: Agency MBS are guaranteed by GSEs. Historically, MBS prices rise during economic downturns, leading to higher book values and sustainable payouts for mREITs. Despite a recent rally, Agency MBS spreads remain attractive compared to the 40-year historical average.
