The Simplify MBS ETF (MTBA) endeavors to generate total investment returns while upholding capital preservation and sound financial stewardship. This fund allocates its assets primarily to mortgage-backed securities (MBS), which are recognized for offering attractive yields when compared to similar U.S. Treasury instruments, coupled with very limited to no credit risk. A key element of MTBA's strategy involves concentrating on more recently issued MBS, as these have historically provided superior coupon rates and higher yields to maturity in contrast to the MBS that constitute the Bloomberg U.S. MBS Index.

資産クラス

Fixed Income

運用会社

Simplify

設定国

US

設定日

2023年11月6日

保有銘柄数

9

ISIN

US82889N5251