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Upturn AI SWOT - About
Angel Oak Mortgage-Backed Securities ETF (MBS)
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Upturn Advisory Summary
08/14/2025: 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 7.9% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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: LMBS) seeks to provide current income by investing primarily in non-agency mortgage-backed securities. It focuses on credit risk transfer (CRT), seasoned, reperforming, and other mortgage-related securities.
Reputation and Reliability
Angel Oak Capital Advisors is a specialist in mortgage credit and has a generally positive reputation within the fixed income space.
Management Expertise
The management team possesses significant experience in mortgage-backed securities analysis and portfolio management.
Investment Objective
Goal
Seeks to provide current income.
Investment Approach and Strategy
Strategy: Actively managed fund focusing on non-agency mortgage-backed securities.
Composition Primarily invests in non-agency mortgage-backed securities, including credit risk transfer (CRT), seasoned, reperforming, and other mortgage-related securities.
Market Position
Market Share: Difficult to precisely quantify market share given the specific niche of non-agency MBS ETFs; a relatively small player overall.
Total Net Assets (AUM): 38989492
Competitors
Key Competitors
- SPDR Portfolio Mortgage Backed Bond ETF (SPMB)
- iShares MBS ETF (MBB)
- Vanguard Mortgage-Backed Securities ETF (VMBS)
Competitive Landscape
LMBS competes in the broader mortgage-backed securities ETF market, but has a specific focus on the non-agency sector. Its advantage lies in its specialized focus and active management. Its disadvantage is higher expense ratio and greater credit risk versus agency MBS ETFs.
Financial Performance
Historical Performance: Historical performance varies based on market conditions and credit spreads; refer to fund factsheet for updated data.
Benchmark Comparison: Compares against broad mortgage indices, but its non-agency focus makes direct comparison challenging.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate and can fluctuate based on market interest.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions and order size; tends to be wider than more liquid ETFs.
Market Dynamics
Market Environment Factors
Interest rates, credit spreads, housing market conditions, and regulatory changes all influence LMBS's performance.
Growth Trajectory
Growth depends on the attractiveness of non-agency MBS relative to other fixed income assets and investor demand for income.
Moat and Competitive Advantages
Competitive Edge
LMBS's competitive edge is its focus on the non-agency MBS market and active management strategy, which provides flexibility in security selection and risk management. This allows the fund to potentially generate higher income than passive agency MBS ETFs, albeit with higher credit risk. The fund's specialized expertise in mortgage credit offers a nuanced approach to navigating this complex market. Its active approach aims to identify undervalued opportunities within non-agency MBS.
Risk Analysis
Volatility
Likely exhibits higher volatility than agency MBS ETFs due to credit risk and less liquid market conditions.
Market Risk
Exposed to interest rate risk, credit risk (defaults), prepayment risk, and liquidity risk.
Investor Profile
Ideal Investor Profile
Suitable for investors seeking higher current income and willing to accept greater credit risk and complexity.
Market Risk
May be suitable for long-term investors seeking income and diversification within their fixed income portfolio, but not for risk-averse investors.
Summary
The Angel Oak Mortgage-Backed Securities ETF (LMBS) provides exposure to non-agency mortgage-backed securities, offering the potential for higher income compared to agency MBS ETFs. Its active management strategy seeks to identify attractive opportunities within the non-agency market, but also introduces greater credit and liquidity risk. The ETF is suitable for investors with a higher risk tolerance seeking income and diversification within their fixed income portfolio. However, investors should carefully consider the ETFu2019s expense ratio, liquidity, and risks before investing. LMBS is a niche player within the broader fixed income ETF universe.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF issuer website
- Financial data providers (e.g., Bloomberg, Morningstar)
Disclaimers:
Data is for informational purposes only and should not be considered investment advice. Performance data is historical and does not guarantee future results. Consult with a qualified 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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