Sector exposure

Agency Mortgage

141 funds with Agency Mortgage exposure · showing top 3 · average allocation in displayed funds 29.7%

Funds
3
Avg weight
29.7%
Sector Signals · Agency Mortgage Rule-based · derived from FMP & FE data
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Top Agency Mortgage-exposed funds

Sorted by sector weight · 3 funds total
Fund
Manager
Sector weight
1Y return
US
US Short Duration Bond Fund
LU0562247428
J.P. Morgan Asset Management
37.5%
+5.3%
UA
US Aggregate Bond Fund
LU0117838564
J.P. Morgan Asset Management
32.3%
+6%
AI
American Income Portfolio
LU0044957727
AllianceBernstein
19.4%
+5.8%
Top Agency Mortgage Holdings Across Funds
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FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% MBPT 15/06/2034 USD1000
Unknown
6.15%
in 1 funds
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US TREASURY 3.500% 15/02/29
Unknown
3.8%
in 1 funds
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UNITED STATES DEPARTMENT OF THE TREASURY 6.25% NOTES 15/5/2030 USD1000
Unknown
3.79%
in 1 funds
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FEDERAL NATIONAL MORTGAGE ASSOCIATION 5.5% BDS 24/02/37 USD1000
Unknown
3.23%
in 1 funds
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US TREASURY 3.500% 15/01/29
Unknown
2.5%
in 1 funds
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US TREASURY 4.250% 15/11/34
Unknown
2.1%
in 1 funds
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US TREASURY 4.500% 15/11/33
Unknown
2.1%
in 1 funds
—
US TREASURY 3.880% 30/04/30
Unknown
1.9%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
US Short Duration Bo..
+37.5%
US Aggregate Bond Fund
+32.3%
American Income Port..
+19.4%
Performance Chart
Top 3-fund composite (rebased to 100, equal-weighted) Real fund NAV data 2025-06-25 → 2026-05-29
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FundBenchmark
Data updated in real-time from FMP, FE fundinfo & MSCI