VanEck Mortgage REIT Income ETF
MORT

$12.19

0.81%

Market Cap: $294M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

3% more capital invested

Capital invested by funds: $48.3M [Q1] → $49.7M (+$1.38M) [Q2]

0.36% more ownership

Funds ownership: 18.01% [Q1] → 18.36% (+0.36%) [Q2]

8% less call options, than puts

Call options by funds: $198K | Put options by funds: $215K

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 76 [Q1] → 75 (-1) [Q2]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for MORT.

See Analyst Rankings

Financial journalist opinion

Based on 3 articles about MORT published over the past 30 days

What I Wish I Knew Before Becoming A REIT Investor

REITs can be wonderful investments. But they can also be real disasters if you pick the wrong ones. Here are 5 important lessons that I have learned as a decade-long REIT investor.

What I Wish I Knew Before Becoming A REIT Investor

MORT: A Cyclical Rates Driven ETF

The VanEck Mortgage REIT Income ETF offers a high yield of 10.4%, but investors must understand its diverse composition and rates-driven nature. MORT includes a mix of Agency MBS REITs and real estate funds, all influenced by interest rates but with different risk factors. The ETF has benefited from recent lower rates, showing strong correlation with the iShares 7-10 Year Treasury Bond ETF, but remains cyclical.

MORT: A Cyclical Rates Driven ETF

Rate Cuts Could Renew Interest in Mortgage REITs

With hope building that the Federal Reserve will finally pare interest rates in September, some income investors are considering returns to high-yield, rate-sensitive asset classes. This includes mortgage real estate investment trusts (mREITs).

Rate Cuts Could Renew Interest in Mortgage REITs

Behind The Curve

U.S. equity markets tumbled in a volatile week, while benchmark interest rates plunged by the most since December 2008 after employment data showed decisive evidence of weakening labor market conditions. Volatility was amplified by a confluence of central bank policy decisions, a hit-and-miss slate of corporate earnings results, an intensification of geopolitical risks, and a re-pricing of domestic political expectations. Among several weak employment reports, the critical nonfarm payrolls report showed that the unemployment rate jumped to the highest level since 2021 in July, and the report was even weaker under-the-surface.

Behind The Curve

Mortgage REITs Surging

After a terrible start to the year, mortgage REITs are hot in July. Don't tell ORC. They missed most of the rally. If only it was an opportunity to destroy book value. They're so good at that. Quick commentary on MAIN.

Mortgage REITs Surging

MORT: A Levered Bet US Rates Have Peaked

The VanEck Mortgage REIT Income ETF has over 99% exposure to US mortgage REITs. MORT has underperformed the S&P 500 both in 2024 and on a three-year timeframe. This is in large part due to the 2022-2023 Fed tightening cycle, with a reversal expected as soon as September.

MORT: A Levered Bet US Rates Have Peaked

3 Income-Generating ETFs to Put Your Portfolio on Autopilot

With exchange-traded funds (ETFs) generating solid performances over the long run, it stands to reason that investors should consider income-generating ETFs to buy. Basically, all the benefits associated with these wide-canvas plays for capital gains apply to dividends as well.

3 Income-Generating ETFs to Put Your Portfolio on Autopilot

Eyes On The ECB

U.S. equity and bond markets staged a late-week rebound, erasing early-week declines prompted by disappointing Eurozone inflation data, after the crucial PCE inflation gauge posted its smallest increase of 2024. Posting a second week of modest declines following four-straight weekly gains, the S&P 500 finished lower by 0.4% on the week, but still notched its best month since February. Real estate equities also rebounded following steep declines in the prior week as a handful of REITs provided positive business updates ahead of the annual REITweek industry conference.

Eyes On The ECB

3 ETFs To Avoid, And Their Replacements

Some of the larger, more well-known ETFs have significant drawbacks and stronger peers. These include HYG, BIL, and MORT. A quick explanation of the shortcomings of these ETFs, and some stronger alternatives, follows.

3 ETFs To Avoid, And Their Replacements

MORT: The Risks Outweigh The Prospects

VanEck Mortgage REIT Income ETF provides exposure to mortgage real estate investment trusts (mREITs). mREITs as a whole are risky and have underperformed equity REITs in the long run. MORT has a concentrated portfolio because of its market-cap weighting approach, high expense ratio, and potential dividend instability, making it a risky investment.

MORT: The Risks Outweigh The Prospects

See News Rankings