List of Mortgage Backed Securities Funds

Select list of mortgage-backed security funds and ETFs.

MBS Funds and ETFs

MBG - Barclays Capital Mortgage Backed Bond (ETF). The investment objective of the Fund is to provide investment results that correspond generally to the price and yield performance of an index that tracks the U.S. agency mortgage pass through sector of the U.S. investment grade bond market. The Fund uses a passive management strategy designed to track the price and yield of the Barclays Capital U.S. MBS Index.

98% invested in MBSs.

0.20% expense ratio.

MBB - Barclays MBS Bond Fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance before fees and expenses of the investment grade agency mortgage backed securities sector of the United States as defined by the Lehman Brothers U.S. MBS Fixed Rate Index.

95% invested in MBSs with 94% AAA credit quality.

0.25% expense ratio.

VFIIX - Vanguard GNMA fund. 0.21% expense ratio.

Indexes

Barclays U.S. MBS Fixed Rate Index.

Barclays Capital U.S. GNMA Bond Index.

Resources

All About Mortgage Backed Securities - contains all the right questions to ask about mortgage backed securities as an investment.

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