MVIS US Mortgage REITs Index

The modified market cap-weighted index tracks the performance of the largest and most liquid Mortgage REITs companies in the US. The pure-play index contains only REITs that derive at least 50% of their revenues from Mortgage. This includes REITs which are primarily engaged in the purchase or service of commercial or residential mortgage loans or mortgage related securities. The MVIS US Mortgage REITs Index (MVMORT) has been licensed to underlie financial products with currently USD 193.77 million in assets under management.

Key Features

Size and Liquidity Requirements Full MCap of at least 150 mln USD.
Three month average-daily-trading volume of at least 1 mln USD at a review and also at the previous two reviews.
At least 250,000 shares traded per month over the last six months at a review and also at the previous two reviews.
Pure-Play Includes only REITs with at least 50% revenues from Mortgage.
Diversification Company weightings are capped at 20%.
Review Quarterly.
IndexLast CloseOpenLastChangeChange (1Y)Range (1Y)
166.54 166.54 ---46.13%96.61 - 342.79
1,276.84 1,276.84 ---8.66%719.80 - 2,415.50
673.17 673.17 ---22.12%382.78 - 1,293.72