MTBA

ETF / Mutual Fund
Nyse American
Simplify MBS ETF
Price Chart
Overview

About MTBA

The fund invests at least 80% of its net assets in mortgage-backed securities. The advisor defines MBS as any agency or non-agency residential or commercial mortgage-backed security and any futures contract, forward agreement, swap contract, or option linked to the preceding. It is an actively managed exchange-traded fund that seeks to achieve its investment objectives by investing primarily in MBS’s issued by the Government National Mortgage Association, Federal National Mortgage Association and Federal Home Loan Mortgage Corporation.

AUM
Volume
15.9M
Avg. Volume
13.0M
Expense Ratio

Top Holdings

Federal National Mortgage Association 5%
21.82%
United States Treasury Bills 0%
20.02%
Federal National Mortgage Association 5.5%
12.48%
Federal National Mortgage Association 4.5%
11.37%
Federal National Mortgage Association 6%
3.67%

Sector Allocation

Other100.00%

Country Allocation

United States100.00%
Other0.00%

Fund Information

Exchange
Nyse American
Sector
Risk & Correlation Analysis
Market Correlation
0.02
Low Correlation
Volatility
Low (0.04)
Relative to market

Macro Factor Sensitivities

Interest Rates
Low Sensitivity
Inflation
Low Sensitivity
GDP Growth
Medium Sensitivity
Liquidity
Low Sensitivity
Commodity Prices
Low Sensitivity
Credit Quality
Low Sensitivity
Portfolio Impact
Forecasts & Predictions

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Technical Analysis

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Key Statistics
AUM
Volume15.9M
Expense Ratio
Important Dates
Next Dividend
Next Earnings

PortfolioPilot Analysis

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Pricing info last updated June 18, 2025 (after market close)Other info last updated April 2, 2025