From Yahoo Finance: 2025-05-02 17:00:00

The Regan Fixed Rate MBS ETF (MBSX) is a new option for investors seeking stable income during market turbulence. Managed by Regan Capital, MBSX primarily invests in fixed-rate, government-backed residential mortgage-backed securities (RMBS) to offer enhanced yields over Treasury and corporate bonds. The ETF charges a 0.4% expense ratio.

Regan Capital continues to expand its offerings for financial advisors with MBSX, following the introduction of the Regan Floating Rate MBS ETF (MBSF) last February. The firm’s mutual fund, Regan Total Return Income Institutional (RCIRX), also provides retail investors access to the mortgage market. MBSF was the firm’s first ETF.

Chief Investment Officer Skyler Weinand expressed plans to release more “40 Act” products, starting with MBSX as the initial offering. The fund’s structure ensures investors need not worry about tariffs impacting the fixed-rate RMBS market, as these securities are unaffected by fluctuations in materials like labor, lumber, or copper.

MBSX aims to distribute dividends monthly and net realized capital gains annually to shareholders, as outlined in Regan Capital’s fund fact sheet. The ETF provides exposure to fixed-rate agency RMBS and offers a tariff-proof investment option for those concerned about the impact of tariffs on U.S. corporations.

Read more: New ETF Offers Exposure to Fixed-Rate Agency RMBS