Regan Floating Rate MBS ETF Achieves Significant Asset Growth
Regan Floating Rate MBS ETF Crosses $100 Million Milestone
Regan Capital has proudly announced that its Regan Floating Rate MBS ETF (NYSE: MBSF) has surpassed $100 million in assets. This noteworthy achievement comes just six months after the fund's launch, reflecting strong demand for the actively managed exchange-traded fund, which primarily invests in floating rate Agency Residential Mortgage-Backed Securities (RMBS).
The Investment Opportunity of MBSF
MBSF provides investors with a unique opportunity to diversify their cash allocations, aiming for higher yields compared to traditional Treasury bonds. This ETF enhances yield spreads through the potential alpha generated from its portfolio. Floating rate Agency RMBS, such as those held in MBSF, are designed to offer liquidity and income in current market conditions.
Why MBSF Now?
According to Skyler Weinand, the chief investment officer and managing member of Regan Capital, MBSF’s success comes at a critical time when the Federal Reserve is making significant shifts in interest rate policies. Such changes can constrict yields on traditional government bonds and money market securities. In contrast, Agency RMBS could yield higher returns while providing lower credit risk due to being backed by U.S. government agencies.
MBSF’s Performance and Future Outlook
The adaptability of MBSF's portfolio is noteworthy. The floating rates adjust according to the short-term Secured Overnight Financing Rate (SOFR), allowing the ETF to thrive in both rising and declining interest rate environments. Since its inception, MBSF has generated a total return of 4.13% based on net asset value (NAV), demonstrating its ability to provide steady returns even in fluctuating market conditions.
Regan Capital’s Track Record
Regan Capital is not new to managing investment funds. The firm previously launched the Regan Total Return Income Fund (RCIRX) in 2020, which has consistently received a 5-Star Morningstar Rating™ for its risk-adjusted returns. With this successful launching of MBSF, Regan Capital exemplifies its commitment to providing innovative investment strategies that appeal to diverse investor needs.
Understanding Agency RMBS and Their Potential
The ETF specializes in a particular class of assets called Agency RMBS, which are mortgage-backed securities issued or guaranteed by U.S. government-sponsored enterprises. These securities typically offer higher yields than government bonds, making them an attractive alternative for investors seeking better returns in the current economic landscape.
Performance Insights
As of recent reports, MBSF recorded a year-to-date NAV performance of 2.88%. This performance metric highlights the ETF's effectiveness in navigating market complexities and reinforces investor confidence in the fund's capability to generate value in varying economic conditions.
About Regan Capital
Founded in 2011, Regan Capital, LLC is an SEC Registered Investment Adviser located in Dallas, Texas. The firm specializes in managing assets for a broad range of clients, including endowments, foundations, insurance companies, and high net worth individuals. The expertise of Skyler Weinand, along with the team’s commitment to achieving exceptional results, drives the firm’s investment approach.
Frequently Asked Questions
What is the Regan Floating Rate MBS ETF?
The Regan Floating Rate MBS ETF (NYSE: MBSF) is an actively managed exchange-traded fund focused on investing in floating rate Agency Residential Mortgage-Backed Securities.
How has MBSF performed since its launch?
MBSF has generated a total return of 4.13% based on NAV since its launch, demonstrating its solid performance in the market.
Why should investors consider MBSF?
MBSF offers investors the potential for higher yields compared to traditional investments, while also providing liquidity and lower credit risk through Agency RMBS.
What are the benefits of floating rate securities?
Floating rate securities can adjust their interest payments based on benchmark rates, making them attractive in rising interest rate environments.
Who manages Regan Capital?
Regan Capital is managed by Skyler Weinand, who has extensive experience in residential and consumer asset-backed securities trading.
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Disclaimer: The content of this article is solely for general informational purposes only; it does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice; the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. The author's interpretation of publicly available data shapes the opinions presented here; as a result, they should not be taken as advice to purchase, sell, or hold any securities mentioned or any other investments. The author does not guarantee the accuracy, completeness, or timeliness of any material, providing it "as is." Information and market conditions may change; past performance is not indicative of future outcomes. If any of the material offered here is inaccurate, please contact us for corrections.
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