which statements are true about po tranches

Companion classes are split off from the Planned Amortization Class (PAC) and act as buffers absorbing prepayment and extension risk prior to this risk being applied to the PAC tranche. IV. Because of the sequencing of principal repayments from the underlying mortgages, the holder has a more definite maturity date on the issue, as compared to actually buying a mortgage backed pass-through certificate. which statements are true about po tranches Ginnie MaesD. Treasury Notes are issued in book entry form only. c. CMB The implicit rate of return is locked-in when the security is purchased. Approximately how much will the customer pay, disregarding commissions and accrued interest? The best answer is B. 14% Fannie Mae issues are not directly backed by the full faith and credit of the U.S. Government, Ginnie Mae issues are directly backed by the full faith and credit of the U.S. Government II. IV. I. holders of PAC CMO tranches have lower prepayment risk step up step down bond A customer who wishes to buy will pay the "Ask" of 4.90. CMOs have a lower level of market risk (risk of price volatility due to movements in market interest rates) than do mortgage backed pass-through certificates. Interest rate risk, 140 Basis points equal: PACs protect against prepayment risk, by shifting this risk to an associated Companion tranche. Interest Only (IO) Strips: Definition and How They Work - Investopedia A floating rate CMO tranche has an interest rate that varies, tied to the movements of a recognized interest rate index, like LIBOR. When interest rates fall, homeowners do refinance their mortgages, and the prepayment rate will be higher than expected. All of the following are true statements regarding Treasury Bills EXCEPT: A. T-Bills are issued in bearer form in the United States B. T-Bills are registered in the owner's name in book entry form C. T-Bills are issued at a discount D. T-Bills are non-callable. A Z-tranch is a Zero tranche. Since ETCs are secured by rolling stock, they are safer than Industrial revenue bonds, which are backed by lease payments made by a corporate lessee and the guarantee of that lessee. The note pays interest on Jan 1st and Jul 1st. \begin{array}{c} Newer CMOs divide the tranches into PAC tranches and Companion tranches. All of the following statements are true regarding GNMA "Pass Through" Certificates EXCEPT: Which of the following statements are TRUE regarding the settlement of trades in U.S. Government bonds? Government agency securities have an indirect backing (or implicit) by the U.S. Government. GNMA is owned by the U.S. Government Ginnie Mae is backed by the guarantee of the U.S. Government, making it the highest credit rated agency security. Prepayment risk a. CMOs are available in $1,000 denominations Which statements are TRUE regarding Treasury debt instruments? II. Treasury STRIP. C. 10 mortgage backed pass through certificates at par Which statements are TRUE regarding Treasury debt instruments? I Trades bypass the floor broker II Trades can be effected more efficiently and at lower cost III Orders can be accepted up to certain size limits IV Orders can be executed at faster speed I, II, III, and IV A. GNMA securities are guaranteed by the U.S. Government Reinvestment risk is greater for Ginnie Maes than for U.S. semi-annuallyD. CMO holders receive monthly payments derived from the underlying mortgage backed pass-through certificates. They are sold at auction by the Treasury on an "as needed" basis to meet unexpected cash shortfalls, so they are not part of the regular auction cycle. C. Agency CMOs take on the credit rating of the underlying agency securities while Private Label CMOs are assigned credit ratings by independent credit ratings agencies If interest rates rise, then the expected maturity will lengthen d. 96, A 5-year, $1,000 par, 3 1/2% Treasury note is quoted at 101-4 - 101-8. The CMO is rated dependent on the credit quality of the mortgages underlying mortgage backed pass through securities held in trust. IV. III. I. interest rates are falling III. lower extension riskC. When all of the interest is paid, the "notional principal" has been brought to par and the security is now paid off. III. B. U.S. Government Agency Securities have an implicit backing by the U.S. Government loan to value ratio. I. Which of the following statements are TRUE about CMOs? II. III. It is primarily associated as a tranche of a collateralized mortgage obligation (CMO), which also. C. Credit risk for GNMAs is the same as for equivalent maturity U.S. Government Bonds \hline Thus, there is no reinvestment risk, since semi-annual interest payments are not received. I, II, III, IV. \begin{array}{c} Only mortgage backed pass-through certificates are used as the backing for CMOs - and Ginnie Mae (Government National Mortgage Assn. A. Sallie Mae stock is listed and trades What type of bond offers a "pure" interest rate? on the business day after trade date, through the Federal Reserve System Thereby when interest rates increase, prices increase, and vice versa. Credit Rating. B. II. Which of the following are TRUE statements regarding government agencies and their obligations? expected life of the trancheC. U.S. Government and Agency securities never trade flat (meaning without accrued interest), since a default is almost impossible. There is usually a cap on how high the rate can go and a floor on how low the rate can drop. D. Companion. B. prepayment speed assumption III. But we've saved 90% of the people and identified most of the alien overlords and their centers. Planned amortization classes give their prepayment risk and extension risk to an associated "companion" class - leaving the PAC with the most certain repayment date. These are issued at a deep discount to face. a. If interest rates rise, homeowners will refinance their mortgages, increasing prepayment rates on CMOs b. the securities are sold at a discount D. derivative product. A. U.S. Government bonds For example, 30 year mortgages are now typically paid off in 10 years - because people move. Because a PAC is relieved of both of these risks, it has the lowest risk and trades at the lowest yield. D. FNMA bond. b. companion tranche Thus, the certificate was priced as a 12 year maturity. If interest rates fall, then the expected maturity will shorten. Both securities pay interest at maturity, The physical securities which are the underlying collateral for Treasury Receipts are: All of the following are true statements regarding revenue bonds EXCEPT: A) issuance of the bonds is dependent on earnings requirements. The key word is riskless. Treasury bills mature in 52 weeks or less and are issued by the U.S. Government, the safest issuer available. The PAC, which is relieved of these risks, is given the most certain repayment date. c. PAC tranche Which of the following statements are TRUE when comparing the Planned Amortization Classes (PAC tranches) to the Companion Classes of a CMO? pasagot po. I When interest rates rise, maturities will lengthenII When interest rates fall, maturities will shortenIII When interest rates rise, holders are subject to prepayment riskIV When interest rates fall, holders are subject to extension risk. b. interest payments are exempt from state and local taxes During periods of falling interest rates, prepayments of mortgages in a pool are applied pro-rata to all holders of pass-through certificates. Freddie Mac - Federal Home Loan Mortgage Corporation - buys conventional mortgages from financial institutions and packages them into pass through certificates. When market interest rates rise, the rate of prepayments falls (extension risk) and the maturity lengthens. CMOs are often quoted on a yield spread basis to similar maturity: Price volatility of a CMO issue would most closely parallel that of an equivalent maturity: A. Governments. Again, these are derived via a formula. Collateralized mortgage obligation tranches that are available to the public are generally rated: CMO tranches are generally AAA rated (or have an implied AAA rating because the tranches are backed by GNMA, FNMA or Freddie Mac pass-through certificates). A. Fannie Mae CertificateB. The CMO takes on the credit rating of the underlying collateral. The certificates are quoted on a percentage of par basis The pure interest rate is one that is free of any investment risks - it is the pure cost of borrowing without any risk premium added to the interest rate. T-Notes are issued in book entry form with no physical certificates issued which statements are true about po tranches. collateralized mortgage obligationD. A. GNMA certificate III. Companion Because interest will now be paid for a longer than expected period, the price rises. Thus, there is no purchasing power risk with these securities. If the maturity lengthens, then for a given rise in interest rates, the price will fall faster. I. The interest earned from which of the following is exempt from state and local tax? Trading is confined to the primary dealers Principal is paid after all other tranches, Interest is paid after all other tranches Mutual fund shares are not a derivative, because Net Asset Value per share is a direct correlation to the value of total net assets divided by the number of shares outstanding. a. Z-tranche A Treasury Bond is quoted at 95-24. Certain CMO tranches may represent a right to receive interest only ("IOs"), principal only ("POs") or an amount that remains after floating-rate tranches are paid (an "inverse floater"). The CDO innovation was that the tranches were arranged into risk-levels, so lower risk tranches and higher risk tranches were created with the sub-prime collateral. When comparing a CMO Planned Amortization Class (PAC) to a CMO Targeted Amortization Class (TAC), which statements are TRUE? This interest income is subject to both federal income tax and state and local tax. Treasury Receipts are a zero-coupon obligations that must be accreted annually for tax purposes. On the other hand, extension risk is decreased. Which of the following trade "flat" ? A. higher prepayment risk Ginnie Mae bonds are traded Over the Counter, Ginnie Mae is a U.S. Government Agency C. U.S. Government bond Ch.2 - *Quiz 2. Which is the most important risk to discuss with this client? a. weekly Which statements are TRUE about private CMOs? Principal repayments on a CMO are made: Both securities are issued by the U.S. Government are stableD. The purchaser of a CMO tranche experiences extension risk during periods when interest rates: A. riseB. "Which statements are TRUE about IO tranches? I When interest rates Options are the most basic derivative - option values are derived from the price movements of the underlying stock, in addition to time premiums on the contracts. $100B. I. are made monthly B. The collateral backing private CMOs consists of: A. private placements offered under Regulation DB. C. U.S. Government Agency Securities trade flat Interest payments are still made pro-rata to all tranches, but principal repayments made earlier than that required to retire the PAC at its maturity are applied to the Companion class; while principal repayments made later than expected are applied to the PAC maturity before payments are made to the Companion class. If interest rates rise, then the expected maturity will shorten A. **e.** Collin v. Smitb, $1978$. Instead of being backed by mortgages guaranteed by Fannie, Freddie or Ginnie, they are backed by "private label" mortgages - meaning mortgages that do not qualify for sale to these agencies (either because the dollar amount of the mortgage is above their purchase limit or they do not meet Fannie, Freddie or Ginnie's underwriting standards). lamar county tx property search 2 via de boleto Private CMOs (Collateralized Mortgage Obligations) are also called private label CMOs. IV. Which of the following statements regarding collateralized mortgage obligations are TRUE? When the bills mature, the difference between the purchase price and the redemption value at par is taxable as interest income. Which of the following statements are true? pasagot po c. CMOs are subject to a higher level of prepayment risk than a pass through certificate When interest rates rise, the interest rate on the tranche falls. Plain Vanilla III. Private CMOs (Collateralized Mortgage Obligations) are also called "private label" CMOs. II. An official statement issued by the finance ministry said the estimated shortfall of 1.1 trillion, assuming all states opt for borrowing, will be borrowed by central government in tranches and passed on to states "as a back-to-back loan in lieu of GST Compensation cess releases." When this interest is received by the certificate holder, both the federal and state government want to recapture this interest income and tax it. A riskless security maturing in 52 weeks or less is a: A. If interest rates rise, then the expected maturity will lengthen, due to a lower prepayment rate than expected. I. d. this trade will settle next business day if performed "regular way", the yield to maturity will be higher than the current yield, Which of the following are TRUE statements regarding treasury bills? Treasury NotesC. C. real interest rate A Targeted Amortization Class (TAC) is a variant of a PAC. Prepayment rate GNMA pass through certificates are guaranteed by the U.S. Government, All of the following statements are true about the Government National Mortgage Association Pass-Through Certificates EXCEPT: The annual accretion amount is taxable, since the underlying securities are U.S. Each tranche has a different yield b. they are "packaged" by broker-dealers D. no prepayment risk. A. zero coupon bond Remember, government and agency securities are quoted in 32nds (with the exception of T-Bills, quoted on a yield basis). d. Freddie Mae, Which of the following would NOT purchase STRIPS?