Angel Oak Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 4.1 5.7 2.0 4.2 4.9
Category Average 2.3 3.4 -2.0 7.2 5.5
Assets for Each Yr* 2.0 3.4 5.1 4.6 6.1
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 4.85 3.84 4.61

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
6,083 $1,000 10.0 90.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock --- --- --- ---
Municipal Bond --- 0.01 --- ---
Taxable Bond 4.0 101.25 1.19 Above Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
Asset Allocation %
Cash 9.2
Stocks 0.0
Bonds 87.2
Other 3.6
Annual Turnover % 65
% Assets in Top 10 ---
 
Sector Breakdown (% of stocks) 
Sensitive 0.0
Communication Services 0.0
Energy 0.0
Industrials 0.0
Technology 0.0
Cyclical 100.0
Basic Materials 0.0
Consumer Cyclical 0.0
Financial Services 100.0
Real Estate 0.0
Defensive 0.0
Consumer Defensives 0.0
Healthcare 0.0
Utilities 0.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-18-17

  Sector YTD Return % % Net Assets  
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Best 5-Year Relative Performance | More
10-18-17

Fund Name 5-Yr Rank Analyst Report
Angel Oak High Yield Opportunities Instl 14 ---
Angel Oak Multi-Strategy Income A 24 ---

Worst 5-Year Relative Performance | More
10-18-17

Fund Name 5-Yr Rank Analyst Report
Angel Oak Multi-Strategy Income A 24 ---
Angel Oak High Yield Opportunities Instl 14 ---

Lowest Expenses | More
10-18-17

Highest Expenses | More
10-18-17

Longest Manager Tenure | More
10-18-17

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 3
Angel Oak Flexible Income Institutional Brad A. Friedlander 2

Shortest Manager Tenure | More
10-18-17

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 3
Angel Oak High Yield Opportunities Instl Matthew R. Kennedy 4
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