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Upturn AI SWOT - About
ETRACS Monthly Pay 1.5X Leveraged Mortgage REIT ETN (MVRL)
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Upturn Advisory Summary
09/16/2025: MVRL (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 3.79% | Avg. Invested days 43 | 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 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 2.2 | 52 Weeks Range 11.36 - 16.61 | Updated Date 06/30/2025 |
52 Weeks Range 11.36 - 16.61 | Updated Date 06/30/2025 |
Upturn AI SWOT
ETRACS Monthly Pay 1.5X Leveraged Mortgage REIT ETN
ETF Overview
Overview
The ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN (MORL) is an exchange-traded note that provides 1.5 times leveraged exposure to the monthly compounded total return of the FTSE NAREIT All Mortgage Capped Index. It focuses on mortgage REITs, offering high yield potential but with significant risk.
Reputation and Reliability
UBS is a large, global financial institution, but ETNs carry credit risk tied to the issuer's financial stability.
Management Expertise
UBS has expertise in structured products, but the performance is primarily driven by the underlying index.
Investment Objective
Goal
To provide 1.5 times leveraged exposure to the monthly compounded total return of the FTSE NAREIT All Mortgage Capped Index.
Investment Approach and Strategy
Strategy: Tracks the FTSE NAREIT All Mortgage Capped Index with 1.5x leverage.
Composition Primarily holds mortgage REITs.
Market Position
Market Share: Market share is relatively small due to the leveraged and niche nature of the ETN.
Total Net Assets (AUM): 71948707
Competitors
Key Competitors
- REM
- MORT
- MRRL
Competitive Landscape
The ETF industry for mortgage REITs is dominated by unleveraged ETFs like REM and MORT. MORL offers leveraged exposure, which is more volatile but also presents the potential for higher returns. MRRL also offers exposure to mortgage REITs, but it is structured differently and has different risk/return characteristics. MORL is advantageous for investors seeking high income potential and willing to tolerate increased risk. Its disadvantage lies in its leveraged structure which magnifies losses.
Financial Performance
Historical Performance: Historical performance is highly volatile and dependent on interest rate movements and the performance of mortgage REITs. Refer to public sources for specific returns over different time periods.
Benchmark Comparison: The ETN should outperform the FTSE NAREIT All Mortgage Capped Index in periods of positive index returns and underperform during negative periods, magnified by the 1.5x leverage.
Expense Ratio: 1.4
Liquidity
Average Trading Volume
The average trading volume is moderate, which can impact the ease of buying and selling large positions.
Bid-Ask Spread
The bid-ask spread varies depending on market conditions and trading volume, but typically higher than unleveraged counterparts.
Market Dynamics
Market Environment Factors
Performance is sensitive to interest rate changes, economic growth, and credit spreads.
Growth Trajectory
Growth is limited given the niche focus and leveraged structure. Changes in strategy are unlikely as it aims to track a specific index with 1.5x leverage. Holdings are determined by the underlying index.
Moat and Competitive Advantages
Competitive Edge
MORL's primary advantage is its 1.5x leveraged exposure to mortgage REITs, offering the potential for higher monthly income. However, itu2019s a double-edged sword as losses are also magnified. The investment thesis is geared towards investors seeking high yields. The leverage strategy sets it apart in that segment. It is a specific niche market focus.
Risk Analysis
Volatility
High due to the 1.5x leverage. Expect significant price swings.
Market Risk
Significant market risk due to sensitivity to interest rates, credit spreads, and economic conditions. Mortgage REITs are vulnerable to changes in the yield curve and prepayment risk.
Investor Profile
Ideal Investor Profile
Investors seeking high monthly income and willing to tolerate very high risk.
Market Risk
Suitable for active traders with a high-risk tolerance, not for long-term investors or passive index followers.
Summary
ETRACS Monthly Pay 1.5x Leveraged Mortgage REIT ETN (MORL) provides leveraged exposure to the mortgage REIT sector, offering a high yield potential. This ETN carries substantial risk due to its leverage, making it susceptible to significant price fluctuations based on changes in interest rates and the mortgage REIT market. Suitable for active traders with a high-risk tolerance seeking monthly income, itu2019s not recommended for long-term investors or those with a low-risk profile. Investors must fully understand the risks involved before investing in leveraged products like MORL.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider website, financial news outlets, index provider website.
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investing in ETFs involves risk, including the potential loss of principal. Leveraged ETFs are particularly risky.
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 ETRACS Monthly Pay 1.5X Leveraged Mortgage REIT ETN
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to track the overall performance of publicly-traded mortgage REITs that are listed and incorporated in the United States and derive at least 50% of their revenues from mortgage-related activity.
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