MORTVanEck Mortgage REIT Income ETF
MORT Fund Description
MORT tracks a market-cap-weighted index of mortgage REITs.
MORT Factset Analytics Insight
MORT is a fairly straightforward portfolio of mortgage REITs, with an expense ratio that's lower than the other mortgage REIT-based ETF in the segment, REM. However, MORT's weaker liquidity detracts from its low-fee advantage. True to its name, MORT doesn't stray far from REITs. MORT looks a lot like our segment benchmark, including heavy concentration in the top two names. Overall, it's a great choice for exposure but access is less than perfect.
MORT MSCI ESG Analytics Insight
VanEck Mortgage REIT Income ETF has an MSCI ESG Fund Rating of B based on a score of 1.84 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. VanEck Mortgage REIT Income ETF ranks in the 2nd percentile within its peer group and in the 3th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
MORT MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
MORT Portfolio Data
MORT Index Data
MORT Portfolio Management
MORT Tax Exposures
MORT Fund Structure
MORT Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of MORT. MORT is rated a 5 out of 5.
MORT Sector/Industry Breakdown
MORT Top 10 Holdings[View All]
MORT Economic Development
MORT Performance Statistics
MORT MSCI ESG Ratings
MORT Benchmark Comparison Summary
MORT Benchmark Comparison Market Cap Size