New ETF Offers Exposure to Fixed-Rate Agency RMBS

The actively managed ETF from concern steadfast Regan Capital launched Friday and seeks to heighten the dispersed that bureau RMBS yields typically person implicit yields connected Treasury and firm bonds, according to a property release. MBSX charges a 0.4% disbursal ratio.

MBSX’s motorboat is yet different measurement the steadfast is taking to supply fiscal advisors entree to a marketplace that has traditionally been constricted to ample banks. Last February, Regan Capital introduced the Regan Floating Rate MBS ETF (MBSF), an ETF that invests successful floating-rate RMBS backed by Fannie Mae, Freddie Mac and Ginnie Mae.

The steadfast has offered a communal money since 2020—The Regan Total Return Income Institutional (RCIRX)—that besides gives retail investors entree to the broader owe market. But MBSF was its archetypal ETF.

“We’re going to proceed to travel retired with ‘40 Act’ products, and we’re starting with what we deliberation are the lowest-hanging fruit,” Skyler Weinand, main concern serviceman and managing subordinate of Regan Capital and portfolio manager of MBSX, told etf.com. A "40 Act" money refers to the fund’s structure.

Investors tense astir however tariffs volition interaction U.S. corporations don’t person to person the aforesaid fearfulness erstwhile it comes to fixed-rate RMBS backed by the government, which are priced connected existing location loans, Weinand said.

“We’re lone investing successful mortgages that are already existing, truthful we’re not reliant connected labour oregon lumber oregon copper, etc.,” helium added. “So it truly is, I would say, a tariff-proof benignant of asset.”

The money plans to wage retired immoderate dividends monthly and administer immoderate nett realized superior gains to its shareholders annually, per Regan Capital’s money information sheet.

Permalink | © Copyright 2025 etf.com. All rights reserved