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Upturn AI SWOT - About
WisdomTree Mortgage Plus Bond Fund (MTGP)
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Upturn Advisory Summary
08/14/2025: MTGP (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 1.38% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.97 | 52 Weeks Range 41.08 - 44.22 | Updated Date 06/30/2025 |
52 Weeks Range 41.08 - 44.22 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree Mortgage Plus Bond Fund
ETF Overview
Overview
The WisdomTree Mortgage Plus Bond Fund (MTGP) is an actively managed ETF seeking income and capital appreciation by investing primarily in U.S. mortgage-backed securities and other fixed-income instruments. It aims to outperform traditional mortgage bond indices.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a solid reputation for innovative and transparent products.
Management Expertise
WisdomTree has experienced investment professionals specializing in fixed income and mortgage-backed securities.
Investment Objective
Goal
The primary investment goal is to seek current income and capital appreciation.
Investment Approach and Strategy
Strategy: The fund is actively managed, not designed to track an index. It aims to generate returns by selecting mortgage-backed securities and other fixed-income investments.
Composition The ETF predominantly holds mortgage-backed securities (MBS), but may also include U.S. Treasury securities, corporate bonds, and other fixed-income assets.
Market Position
Market Share: The ETF's market share within the broader fixed income ETF market is relatively small.
Total Net Assets (AUM): 62000000
Competitors
Key Competitors
- AGG
- MBB
- VMBS
- BSV
Competitive Landscape
The fixed income ETF market is highly competitive with large, established players offering broad market exposure. MTGP differentiates itself through its active management and focus on mortgage-backed securities, potentially offering higher yields but also higher risk compared to passively managed, diversified bond ETFs. Its AUM is small compared to market leaders, limiting its market influence. Active management can add or detract from performance when compared to the other larger and passively managed competitors.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial sources.
Benchmark Comparison: MTGP's performance should be compared against benchmarks like the Bloomberg US Aggregate Bond Index or similar mortgage-backed securities indices.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume of MTGP is moderate, with average daily volume around 50,000 shares.
Bid-Ask Spread
The bid-ask spread for MTGP is typically around 0.04%, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and housing market trends significantly impact MTGP's performance. Changes in monetary policy and investor sentiment toward mortgage-backed securities also play a crucial role.
Growth Trajectory
MTGP's growth depends on its ability to attract investors seeking higher yields in the fixed income market. Active management strategies can influence its growth, as can broader economic conditions.
Moat and Competitive Advantages
Competitive Edge
MTGP's active management approach and focus on mortgage-backed securities offer a unique competitive advantage. The fund seeks to outperform traditional mortgage bond indices through security selection and duration management. This may allow it to generate higher yields and potentially better risk-adjusted returns. WisdomTree's expertise in ETF management also provides credibility and experience.
Risk Analysis
Volatility
MTGP's volatility is moderate, reflecting the inherent risks of mortgage-backed securities and fixed-income markets.
Market Risk
Specific risks include interest rate risk (inverse relationship between interest rates and bond prices), credit risk (risk of default by issuers of mortgage-backed securities), and prepayment risk (risk of homeowners paying off mortgages early, reducing future interest payments).
Investor Profile
Ideal Investor Profile
The ideal investor is seeking income, has a moderate risk tolerance, and understands the risks associated with mortgage-backed securities.
Market Risk
MTGP is suitable for investors looking for diversification within their fixed-income portfolio and who are comfortable with active management and potentially higher yields.
Summary
The WisdomTree Mortgage Plus Bond Fund offers active management and exposure to mortgage-backed securities aiming for income and capital appreciation. It's suitable for investors seeking higher yields within their fixed-income allocation and who understand the associated risks. With a moderate expense ratio and reasonable liquidity, MTGP provides a potential alternative to passively managed bond ETFs, however, the fund's smaller AUM should be considered. Performance is greatly affected by the expertise of the management and also impacted by changing interest rates and inflation levels.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree Fund Website
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 WisdomTree Mortgage Plus Bond Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, an actively managed ETF, utilizes an investment process combining both macro and fundamental research by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings, in mortgage-related debt and other securitized debt. It may invest up to 20% of its net assets, plus the amount of any borrowings, in other securitized credit securities such as non-agency or privately issued residential and commercial mortgage-backed securities, asset-backed securities, collateralized loan obligations and credit risk transfer securities. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.