Regan Fixed Rate MBS ETF (MBSX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.48: the stock has moved about 52% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerRegan Fixed Rate MBS ETF (MBSX) trades at $25.99. Regan Fixed Rate MBS ETF (MBSX) is an investment management firm specializing in customized portfolio solutions. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for MBSX: MBSX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Regan Fixed Rate MBS ETF (MBSX) Financial Services Profile
Regan Fixed Rate MBS ETF, with a market capitalization of $0.02 billion and a beta of 0.48, specializes in crafting customized portfolio solutions tailored to clients' financial objectives and risk profiles. The firm operates within the asset management sector, focusing on delivering personalized investment strategies.
What Is the Investment Thesis for MBSX?
Regan Fixed Rate MBS ETF (MBSX), with a market cap of $0.02 billion and a beta of 0.48, presents a focused investment strategy centered on fixed-rate mortgage-backed securities. The firm's value proposition lies in its tailored portfolio solutions designed to align with individual client needs and risk profiles. Key value drivers include the potential for stable income generation and capital preservation through MBS investments. Growth catalysts include increasing demand for customized investment solutions and strategic partnerships to expand client reach. Potential risks include interest rate volatility, credit risk associated with MBS, and competition from larger asset management firms offering broader investment options. Investors may want to evaluate the ETF's niche focus and sensitivity to macroeconomic factors when evaluating its long-term performance.
Based on FMP financials and quantitative analysis
MBSX Key Highlights
Market capitalization of $0.02 billion indicates a smaller, niche player in the asset management industry.
- Beta of 0.48 suggests lower volatility compared to the broader market, potentially appealing to risk-averse investors.
- Specialization in fixed-rate mortgage-backed securities (MBS) provides a focused investment strategy.
- Customized portfolio solutions cater to individual client needs and risk tolerance.
- Absence of dividend yield may deter income-seeking investors.
Who Are MBSX's Competitors?
MBSX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| LQPE PEO AlphaQuest Thematic PE ETF | $18.44 | -1.64% | $13.2M | — |
| RDOG ALPS REIT Dividend Dogs ETF | $37.64 | +0.21% | $14.2M | — |
| SZNE Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF | $38.21 | +0.00% | $13.4M | — |
| TAXM BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents | $47.35 | -0.27% | $13.3M | — |
| TEXN iShares Texas Equity ETF | $33.71 | +1.47% | $17.8M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are MBSX's Key Strengths?
Specialized expertise in fixed-rate mortgage-backed securities (MBS).
- Customized portfolio solutions tailored to individual client needs.
- Strong client relationships built on trust and personalized service.
- Lower volatility compared to the broader market (beta of 0.48).
What Are MBSX's Weaknesses?
Small market capitalization ($0.02 billion) limits resources and scale.
- Lack of dividend yield may deter income-seeking investors.
- Niche focus on fixed-rate MBS may limit diversification.
- Dependence on interest rate environment and credit quality of MBS.
What Are the Key Risks for MBSX?
Interest rate volatility impacting MBS values.
- Credit risk associated with mortgage-backed securities.
- Competition from larger asset management firms with broader offerings.
- Regulatory changes affecting the MBS market.
What Are MBSX's Competitive Advantages?
- Specialized expertise in fixed-rate mortgage-backed securities (MBS).
- Customized portfolio solutions tailored to individual client needs.
- Strong client relationships built on trust and personalized service.
What Does MBSX Do?
Advisor Managed Portfolios, operating under the ticker MBSX as Regan Fixed Rate MBS ETF, is an investment management firm dedicated to creating customized portfolio solutions for its clients. Founded on the principle of personalized financial planning, the firm focuses on aligning investment strategies with the unique financial goals and risk tolerance of each client. Over the years, Advisor Managed Portfolios has evolved to offer a range of tailored investment services, adapting to changing market conditions and client needs. The firm's core offering revolves around constructing and managing fixed-rate mortgage-backed securities (MBS) portfolios. These portfolios are designed to provide stable income and capital preservation while carefully managing risk. Advisor Managed Portfolios serves a diverse clientele, including individuals, families, and institutions seeking expert guidance in navigating the complexities of the fixed-income market. The firm operates primarily within the United States, leveraging its expertise in mortgage-backed securities to deliver consistent and reliable investment outcomes. In a competitive landscape dominated by larger asset management firms, Advisor Managed Portfolios differentiates itself through its commitment to personalized service and specialized focus on fixed-rate MBS investments.
What Products and Services Does MBSX Offer?
- Creates customized investment portfolios for clients.
- Specializes in fixed-rate mortgage-backed securities (MBS).
- Aligns investment strategies with clients' financial goals.
- Manages risk to preserve capital.
- Provides tailored investment solutions for individuals, families, and institutions.
- Offers expert guidance in navigating the fixed-income market.
How Does MBSX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Offers customized portfolio solutions tailored to client needs.
- Focuses on fixed-rate mortgage-backed securities (MBS) investments.
What Industry Does MBSX Operate In?
Regan Fixed Rate MBS ETF operates within the asset management industry, a sector characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rate movements, regulatory changes, and technological advancements. Key trends include the growing demand for personalized investment solutions and the increasing adoption of passive investment strategies. Competitors such as LQPE, RDOG, SZNE, TAXM, and TEXN offer a range of investment products and services, challenging MBSX to differentiate itself through its specialized focus on fixed-rate MBS and customized portfolio management.
Who Are MBSX's Key Customers?
- Individuals seeking personalized investment advice.
- Families looking for long-term financial planning.
- Institutions requiring specialized fixed-income strategies.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MBSX Financials
Bull Case vs Bear Case
Bull Case
- Specialized expertise in fixed-rate mortgage-backed securities (MBS).
- Customized portfolio solutions tailored to individual client needs.
- Strong client relationships built on trust and personalized service.
- Lower volatility compared to the broader market (beta of 0.48).
Bear Case
- Small market capitalization ($0.02 billion) limits resources and scale.
- Lack of dividend yield may deter income-seeking investors.
- Niche focus on fixed-rate MBS may limit diversification.
- Dependence on interest rate environment and credit quality of MBS.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
MBSX Latest News
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Short Interest in Regan Fixed Rate MBS ETF (NYSEARCA:MBSX) Expands By 126.4%
defenseworld.net · Aug 17, 2026
MBSX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for MBSX.
Price Targets
Wall Street price target analysis for MBSX.
MBSX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for MBSX; grades run from A+ (80-100) to F (below 30).
MBSX Financials Stock FAQ
What are the main risks for MBSX?
Regan Fixed Rate MBS ETF (MBSX) faces several key risks inherent to its focus on fixed-rate mortgage-backed securities. Interest rate volatility poses a significant risk, as rising interest rates can negatively impact the value of MBS holdings. Credit risk is also a concern, as defaults on underlying mortgages can lead to losses for the ETF.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.