MBSF ETF

MBSF ETF
$25.63
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Fund Essentials - as of Aug 31, 2026

Net Assets
$247M
Expense Ratio
0.49%
Dividend Yield (Current)
4.37%
Holdings
416
Inception Date
Feb 27, 2024
Fund Family
Regan Capital
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+2.57%
1 Year+5.27%

Asset Allocation

Bonds: 97.61%
Cash: 2.39%
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Top Holdings

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TickerNameWeight
TII 0.125 04/15/27U.S. Treasury Inflation Indexed Bonds 0.125%, 04/15/274.56%
-Federal Home Ln Mtg Corp Ser 4383 Cl Kf 0.555 2044-09-152.18%
-Federal Home Loan Mortgage Corp. 4.15098% 4.15098 09/15/2044 4.15098 2044-09-152.05%
-Federal Natl Mtg Assn Gtd Remic Tr 2019-38 Cl-fa Var Rate 2049-07-251.75%
-Federal Home Ln Mtg Corp Ser 4431 Cl Ft 0.571 2045-01-151.68%
Top 10 Concentration: 19.38%Report Date: Aug 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.37%
Frequency
Monthly
Latest Distribution
$0.08
Aug 27, 2026
12M Distributions
12 payments
Total: $1.12

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

MBSF ETF Overview

MBSF ETF (REGAN FLOATING RATE MBS ETF) is managed by Regan Capital with $246.5M in net assets. MBSF expense ratio is 0.49%, holding 416 positions across sectors including Financials. Inception date: 2024-02-27.

MBSF performance shows a YTD return of 2.57%. The 1-year return is 5.27%. MBSF dividend yield stands at 4.37%, paid monthly.

MBSF top holdings include U.S. Treasury Inflation Indexed Bonds 0.125%, 04/15/27 (4.6%), Federal Home Ln Mtg Corp Ser 4383 Cl Kf 0.555 2044-09-15 (2.2%), Federal Home Loan Mortgage Corp. 4.15098% 4.15098 09/15/2044 4.15098 2044-09-15 (2.0%), Federal Natl Mtg Assn Gtd Remic Tr 2019-38 Cl-fa Var Rate 2049-07-25 (1.8%), Federal Home Ln Mtg Corp Ser 4431 Cl Ft 0.571 2045-01-15 (1.7%). Go to all MBSF holdings, MBSF sectors, or MBSF dividends.

MBSF can be compared against other funds. Use MBSF overlap to find shared positions, or MBSF vs another fund for a side-by-side view. MBSF alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+0.28%
YTD
+2.57%
1 Year
+5.27%
3 Year
N/A

Top 10 Holdings (19.4% of portfolio)

#TickerNameSectorWeight
1TII 0.125 04/15/27U.S. Treasury Inflation Indexed Bonds 0.125%, 04/15/27Financials4.56%
2-Federal Home Ln Mtg Corp Ser 4383 Cl Kf 0.555 2044-09-15Other2.18%
3-Federal Home Loan Mortgage Corp. 4.15098% 4.15098 09/15/2044 4.15098 2044-09-15Other2.05%
4-Federal Natl Mtg Assn Gtd Remic Tr 2019-38 Cl-fa Var Rate 2049-07-25Other1.75%
5-Federal Home Ln Mtg Corp Ser 4431 Cl Ft 0.571 2045-01-15Other1.68%
6-Fnr 2019-61 AfOther1.64%
7-Government Natl Mtg Assn Gtd 2019-143 Remic Passthru Ctf Cl Jf 2049-11-20Other1.49%
8-Federal Home Ln Mtg Corp Ser 004882 Cl Fa 2.93 2049-05-15Other1.37%
9-Federal Natl Mtg Assn Gtd Remic Tr 2019-41 Cl-gf Var Rate 2053-03-25Other1.37%
10-Government Natl Mtg Assn Gtd 2019-143 Remic Passthru Ctf Cl Af 2049-11-20Other1.29%