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Upturn AI SWOT - About
Angel Oak Mortgage-Backed Securities ETF (MBS)
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Upturn Advisory Summary
10/24/2025: MBS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.24% | Avg. Invested days 76 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.92 | 52 Weeks Range 8.06 - 8.89 | Updated Date 06/30/2025 |
52 Weeks Range 8.06 - 8.89 | Updated Date 06/30/2025 |
Upturn AI SWOT
Angel Oak Mortgage-Backed Securities ETF
ETF Overview
Overview
The Angel Oak Mortgage-Backed Securities ETF (NYSE Arca: LMBS) seeks to provide current income by investing primarily in a portfolio of mortgage-backed securities, focusing on non-agency residential mortgage-backed securities.
Reputation and Reliability
Angel Oak is a specialist in mortgage credit investments, with a recognized expertise in the non-agency mortgage-backed securities market.
Management Expertise
The management team has extensive experience in mortgage-backed securities and fixed-income investments.
Investment Objective
Goal
The fund seeks to provide current income.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but actively manages a portfolio of mortgage-backed securities.
Composition The ETF primarily holds non-agency residential mortgage-backed securities (RMBS).
Market Position
Market Share: Insufficient data to accurately determine specific market share.
Total Net Assets (AUM): 1314500000
Competitors
Key Competitors
- iShares MBS ETF (MBB)
- Vanguard Mortgage-Backed Securities ETF (VMBS)
- SPDR Portfolio Mortgage Backed Securities ETF (SPMB)
Competitive Landscape
The competitive landscape is dominated by large, broad-based mortgage-backed securities ETFs. LMBS differentiates itself through its focus on non-agency RMBS, offering potentially higher yields but also higher risk. Compared to its competitors, LMBS has the disadvantage of focusing on high-yield investments which are sensitive to changing credit spreads, and it is more active management focused so investors would prefer its passive index peers.
Financial Performance
Historical Performance: Historical performance data varies depending on the time frame. Investors should refer to the fund's official website or other financial resources for up-to-date information.
Benchmark Comparison: The ETF's performance should be compared to a relevant benchmark such as the Bloomberg Barclays US Mortgage Backed Securities Index or a custom index focused on non-agency RMBS.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity with an average trading volume that supports efficient trading for most investors.
Bid-Ask Spread
The bid-ask spread is generally competitive but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, credit spreads, and housing market conditions all influence LMBS's performance.
Growth Trajectory
Growth depends on the demand for non-agency RMBS and the manager's ability to generate alpha through security selection and portfolio management.
Moat and Competitive Advantages
Competitive Edge
LMBS's competitive edge lies in its specialization in non-agency RMBS, a niche market where Angel Oak has expertise. This specialization allows for potentially higher yields compared to broad-based mortgage ETFs. The fund's active management approach seeks to identify undervalued securities and generate alpha. However, this focus also introduces greater risk and relies heavily on the manager's skill.
Risk Analysis
Volatility
The ETF's volatility may be higher than that of broad-based mortgage ETFs due to its focus on non-agency RMBS.
Market Risk
The ETF is subject to interest rate risk, credit risk, prepayment risk, and liquidity risk, particularly related to the non-agency RMBS market.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking current income, willing to take on higher risk for potentially higher yields, and has a tolerance for volatility.
Market Risk
The ETF is more suitable for sophisticated investors with a thorough understanding of mortgage-backed securities. It may be appropriate for long-term investors seeking diversification within their fixed-income portfolio.
Summary
The Angel Oak Mortgage-Backed Securities ETF provides access to the non-agency RMBS market, offering potentially higher yields than traditional mortgage ETFs. Its active management and focus on a niche segment differentiate it from its peers. However, this specialization comes with higher risks, including credit risk and liquidity risk. Investors should carefully consider their risk tolerance and investment objectives before investing. The ETF is best suited for sophisticated investors who understand the complexities of mortgage-backed securities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Angel Oak Capital Advisors Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Angel Oak Mortgage-Backed Securities ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will, under normal circumstances, invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in mortgage-backed securities ("MBS"). It may invest up to 20% of its net assets in a variety of asset classes, including: asset-backed securities ("ABS"). The fund is non-diversified.
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