PEER GROUP ANALYSIS
This chart compares MBB to the highest rated funds in its peer group of General Mortgage funds. The above graph illustrates two key measures that investors should consider when assessing the investment potential of a particular fund. One of the key factors is how the fund has performed over the most recent reporting period, defined as the 1 year total return on the bottom axis. The second factor is the fund's reported expense ratio, on the right axis, which includes things like management fees. The best funds, with higher returns and lower expenses, stake out a position in the lower left part of this graph.
TOP RATED FUNDS : General Mortgage
|Western Asset Mtge Defined Oppty||DMO||7.75||18.50||19.01||2.36||1|
|Vanguard Mort-Backed Secs Idx ETF||VMBS||0.96||3.18||2.09||0.12||2|
|iShares MBS ETF||MBB||0.96||3.28||1.94||0.25||3|
|Market Vectors Mtge REIT Income ETF||MORT||1.76||4.03||10.08||0.41||4|
|Nuveen Mortgage Opportunity Term 2||JMT||0.23||1.34||8.72||2.42||5|
|Nuveen Mortgage Opportunity Term||JLS||1.73||0.79||6.98||2.20||7|
|Brookfield Mortgage Opportunity Inc||BOI||2.24||0.07||0.00||1.44||8|
|Nuveen Multi-Market Income||MRF||-0.42||1.67||5.42||1.22||9|
|BlackRock Income Trust||BKT||3.28||3.97||1.66||1.02||10|
|The above table compares the total return performance and expense ratio of iShares MBS ETF to the top rated funds within the General Mortgage peer group. iShares MBS ETF ranks number 3 out of 14 General Mortgage closed-end and exchange-traded funds that we rate.|
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