MVIS® US Mortgage REITs Index
The MVIS® US Mortgage REITS Index (MVMORT) tracks the performance of the largest and more liquid companies in the US Mortgage REITS Industry. This is a modified market cap-weighted index, and only includes REITs that derive at least 50% of their revenues from Mortgage, such as REITs that are primarily engaged in the purchase or service of commercial or residential mortgage loans or mortgage related securities. MVMORT covers at least 90% of the investable universe.
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. |
Timescale Slider
| Symbol |
IndexName |
| MVMORT |
MVIS® US Mortgage REITs Price Index |
| MVMORTTG |
MVIS® US Mortgage REITs Total Return Gross Index |
| MVMORTTR |
MVIS® US Mortgage REITs Total Return Net Index |
