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Rising Mortgage Rates Feeding into Strength for 'MORT'


May 6, 2021
The threat of rising mortgage rates might not sound appealing to prospective homeowners, but it could embolden the
Mortgage rates are still at relatively low lows.
“Although still-rising mortgage rates aren’t at the record lows we saw from December through February, they are still much lower than we’ve witnessed historically,” a Fox Business article said. “Purchasing a home for rates as low as 3% is a deal that was practically unheard of in the past. As homes are selling within residential real estate, home buyers can still lock in favorable rates within the hottest housing markets.”
MORT seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS® US Mortgage REITs Index. The fund normally invests at least 80% of its total assets in securities that comprise the fund’s benchmark index. ....

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With Mortgage Rates Finally Rising, Is Now the Time for 'MORT'?


March 16, 2021
After years of basement-dwelling lows, mortgage rates are on a steady move higher. While this does no favor for home purchasers and refinancers, it could help ETF investors in the
“According to the latest data, released Thursday by Freddie Mac, the 30-year fixed-rate average rose to 3.05 percent with an average 0.6 point,” a Washington Post article noted. “(Points are fees paid to a lender equal to 1 percent of the loan amount and are in addition to the interest rate.) It was 3.02 percent a week ago and 3.36 percent a year ago. The 30-year fixed average has risen for four consecutive weeks, something it hasn’t done since April 2019.” ....

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How to Add DURAbility to Your Investing Dividends


® US Dividend Valuation Index
SM (MSUSDVTU), which is intended to track the overall performance of high dividend yielding U.S. companies with strong financial health and attractive valuations according to Morningstar. The fund is able to extract not just high-yielding companies, but ones that offer value and strong fundamentals.
Overall DURA offers ETF investors:
High Dividend Yield Potential: The index targets high yielding U.S. equities
A Focus on Valuations: The index allocates to those companies trading at the lowest prices relative to Morningstar’s estimate of fair value
Strong Financial Health: Index components feature strong balance sheet health relative to their peers ....

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