Angel Oak Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 4.1 5.7 2.0 4.2 5.7
Category Average 2.3 3.4 -2.1 7.2 5.8
Assets for Each Yr* 2.0 3.4 5.1 4.6 6.4
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 5.68 4.03 4.49

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
6,397 $1,000 9.9 90.2
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- --- --- ---
International Stock --- --- --- ---
Municipal Bond --- 0.02 --- ---
Taxable Bond 4.0 101.30 1.19 Above Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
Asset Allocation %
Cash ---
Stocks ---
Bonds ---
Other ---
Annual Turnover % 65
% 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 12-14-17

  Sector YTD Return % % Net Assets  
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Best 5-Year Relative Performance | More
12-14-17

Fund Name 5-Yr Rank Analyst Report
Angel Oak High Yield Opportunities Instl 10 ---
Angel Oak Multi-Strategy Income A 24 ---

Worst 5-Year Relative Performance | More
12-14-17

Fund Name 5-Yr Rank Analyst Report
Angel Oak Multi-Strategy Income A 24 ---
Angel Oak High Yield Opportunities Instl 10 ---

Lowest Expenses | More
12-14-17

Highest Expenses | More
12-14-17

Longest Manager Tenure | More
12-14-17

Fund Name Manager Name Average Manager Tenure
Angel Oak High Yield Opportunities Instl Matthew R. Kennedy 3
Angel Oak Multi-Strategy Income A Brad A. Friedlander 3
Angel Oak Flexible Income Institutional Brad A. Friedlander 2

Shortest Manager Tenure | More
12-14-17

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 3
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