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Suppose a $10,000 of 10% fixed rate mortgages have been pooled as security for a

ID: 2799965 • Letter: S

Question

Suppose a $10,000 of 10% fixed rate mortgages have been pooled as security for an issue of 10 pass-through securities. The mortgages have 3 years to maturity. The pass-through will carry a pass- through rate of 9% and a servicing fee of 1%. Consider the following prepayment assumptions for the pass-through: The following information pertains to next FOUR questions Suppose a $10,000 of 10% fixed rate mortgages have been pooled as security for an issue of 10 pass-through securities. The mortgages have 3 years to maturity. The pass-through will carry a pass- through rate of 9% and a servicing fee of 1% Consider the following prepayment assumptions for the pass-through: Pass-through A Pass-through B No prepayment throughout the entire term of the mortagages. 50% of the outstanding pool balance is expected to be id at the end of year 2. 10. If the market interest rate for the pass-through is 5%, the market value of each pass-through A is nearest: a) $1056 b) $1066 c) $1076 d) $1086 e) $1096 Sample 4, Tse 11. If the market interest rate for the pass-through remains at 58 the market value of pass-through B is nearest: a) $1064 b) $1074 c) $1084 d) $1094 e) $1104 12. If the market interest rate increases to 15%, then the difference in price between B and A is nearest: a) 11.77 b) 12.77 c) 13.77 d) 14.77 e) 15.77

Explanation / Answer

We will first calculate the EMI on the mortgage using the below formulae:

Monthly Payment = P * [(r * (1+r)n)/((1+r)n - 1)] where P is the mortgage loan amount ($ 10000.00), r is the interest rate (10%) and n is the term. Since in this case the term is 3 years and mortgage payment are monthly, the tenure and rate shall be adjusted by 12. Hence r shall be 10%/12 and n shall 36. This will give us monthly payment of $322.67. Out of this 9% interest shall be for pass through holders ans balance 1% shall be service fee.

We can segregate the interest portion and cash flows of the Pass Through Holders (PTC) A as below in excel:

                    1,061.29

Hence the option (b) is the nearest answer.

To calculate the value of PTC B, where 50% of mortgage is expected to be prepaid at the end of Year 2, we can simulate the payment stream in excel as below and calculate the present value at 5% and value comes to $ 1057.71

Hence the option (a) is the nearest to answer at $ 1064

If the market rates increase to 15%, the value of PTC A shall become $ 916.98 and PTC B shall be $ 921.22; hence the option (a) is the nearest answer.

Month   Mortgage Amount Interest Charged @ 10% Monthly Mortgage Payment Residual Mortgage Loan Amount Interest for PTC holders @ 9% Cash Flow PTC A Discount @ 5%                              1.00                   10,000.00                           83.33 322.67                     9,760.66                           75.00                         314.34                         313.03                              2.00                     9,760.66                           81.34 322.67                     9,519.33                           73.20                         314.54                         311.93                              3.00                     9,519.33                           79.33 322.67                     9,275.99                           71.39                         314.74                         310.84                              4.00                     9,275.99                           77.30 322.67                     9,030.62                           69.57                         314.94                         309.75                              5.00                     9,030.62                           75.26 322.67                     8,783.21                           67.73                         315.14                         308.66                              6.00                     8,783.21                           73.19 322.67                     8,533.73                           65.87                         315.35                         307.58                              7.00                     8,533.73                           71.11 322.67                     8,282.17                           64.00                         315.56                         306.51                              8.00                     8,282.17                           69.02 322.67                     8,028.52                           62.12                         315.77                         305.44                              9.00                     8,028.52                           66.90 322.67                     7,772.76                           60.21                         315.98                         304.37                           10.00                     7,772.76                           64.77 322.67                     7,514.86                           58.30                         316.19                         303.31                           11.00                     7,514.86                           62.62 322.67                     7,254.81                           56.36                         316.41                         302.26                           12.00                     7,254.81                           60.46 322.67                     6,992.60                           54.41                         316.62                         301.21                           13.00                     6,992.60                           58.27 322.67                     6,728.20                           52.44                         316.84                         300.17                           14.00                     6,728.20                           56.07 322.67                     6,461.60                           50.46                         317.06                         299.13                           15.00                     6,461.60                           53.85 322.67                     6,192.78                           48.46                         317.29                         298.10                           16.00                     6,192.78                           51.61 322.67                     5,921.71                           46.45                         317.51                         297.07                           17.00                     5,921.71                           49.35 322.67                     5,648.39                           44.41                         317.74                         296.05                           18.00                     5,648.39                           47.07 322.67                     5,372.79                           42.36                         317.96                         295.03                           19.00                     5,372.79                           44.77 322.67                     5,094.89                           40.30                         318.19                         294.02                           20.00                     5,094.89                           42.46 322.67                     4,814.68                           38.21                         318.42                         293.02                           21.00                     4,814.68                           40.12 322.67                     4,532.13                           36.11                         318.66                         292.01                           22.00                     4,532.13                           37.77 322.67                     4,247.23                           33.99                         318.89                         291.02                           23.00                     4,247.23                           35.39 322.67                     3,959.95                           31.85                         319.13                         290.02                           24.00                     3,959.95                           33.00 322.67                     3,670.28                           29.70                         319.37                         289.04                           25.00                     3,670.28                           30.59 322.67                     3,378.20                           27.53                         319.61                         288.06                           26.00                     3,378.20                           28.15 322.67                     3,083.68                           25.34                         319.85                         287.08                           27.00                     3,083.68                           25.70 322.67                     2,786.71                           23.13                         320.10                         286.11                           28.00                     2,786.71                           23.22 322.67                     2,487.26                           20.90                         320.35                         285.14                           29.00                     2,487.26                           20.73 322.67                     2,185.32                           18.65                         320.60                         284.18                           30.00                     2,185.32                           18.21 322.67                     1,880.86                           16.39                         320.85                         283.22                           31.00                     1,880.86                           15.67 322.67                     1,573.86                           14.11                         321.10                         282.27                           32.00                     1,573.86                           13.12 322.67                     1,264.31                           11.80                         321.36                         281.32                           33.00                     1,264.31                           10.54 322.67                         952.17                              9.48                         321.62                         280.38                           34.00                         952.17                              7.93 322.67                         637.44                              7.14                         321.88                         279.44                           35.00                         637.44                              5.31 322.67                         320.08                              4.78                         322.14                         278.51                           36.00                         320.08                              2.67 322.67                              0.08                              2.40                         322.40                         277.58 Discounted Cash Stream Value                   10,612.88 Value Per Pass Through Bond (PTC) A - divide above value by 10

                    1,061.29

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