Angel Oak Mutual Fund Family Data Pages

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Performance
06-30-18

Total ReturnCategory Average
Total Return 5.7 2.0 4.2 5.7 1.8
Category Average 3.4 -2.1 7.2 6.2 -1.0
Assets for Each Yr* 3.4 5.1 4.6 6.3 7.3
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family 1.79 3.56 4.50

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
7,299 $1,000 9.6 90.4
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock --- --- --- ---
Municipal Bond --- 0.02 --- ---
Taxable Bond 3.8 101.31 1.12 Above Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
Asset Allocation %
Cash 3.2
Stocks 0.0
Bonds 94.6
Other 2.1
Annual Turnover % 80
% Assets in Top 10 ---
 
Sector Breakdown (% of stocks) 
Sensitive ---
Communication Services 0.0
Energy 0.0
Industrials 0.0
Technology 0.0
Cyclical ---
Basic Materials 0.0
Consumer Cyclical 0.0
Financial Services 0.0
Real Estate 0.0
Defensive ---
Consumer Defensives 0.0
Healthcare 0.0
Utilities 0.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-13-18

  Sector YTD Return % % Net Assets  
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Best 5-Year Relative Performance | More
07-13-18

Fund Name 5-Yr Rank Analyst Report
Angel Oak High Yield Opportunities Instl 7 ---
Angel Oak Multi-Strategy Income A 13 ---

Worst 5-Year Relative Performance | More
07-13-18

Fund Name 5-Yr Rank Analyst Report
Angel Oak Multi-Strategy Income A 13 ---
Angel Oak High Yield Opportunities Instl 7 ---

Lowest Expenses | More
07-13-18

Highest Expenses | More
07-13-18

Longest Manager Tenure | More
07-13-18

Fund Name Manager Name Average Manager Tenure
Angel Oak High Yield Opportunities Instl Matthew R. Kennedy 4
Angel Oak Multi-Strategy Income A Brad A. Friedlander 4
Angel Oak Flexible Income Institutional Brad A. Friedlander 2

Shortest Manager Tenure | More
07-13-18

Fund Name Manager Name Average Manager Tenure
Angel Oak Flexible Income Institutional Brad A. Friedlander 2
Angel Oak Multi-Strategy Income A Brad A. Friedlander 4
Angel Oak High Yield Opportunities Instl Matthew R. Kennedy 4
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