Angel Oak Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return1.974.165.732.782.97
    Category Average-2.097.196.20-1.576.95
    Assets for Each Yr*5.064.616.357.268.19
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 2.97 5.62 3.82

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,187 mil $1,000 7.96 92.04
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- 0.02 -- --
    Taxable Bond 4.1 101.36 1.02 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-12-19

      Sector YTD Return % % Net Assets  
    First Bank* Financial Services -3.63 0.00
    Codorus Valley Bancorp Inc* Financial Services 8.00 0.00
    Chemung Financial Corp* Financial Services 16.75 0.00
    Atlantic Capital Bancshares Inc* Financial Services 6.35 0.00

    Best 5-Year Relative Performance | More
    07-12-19

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak High Yield Opportu 7 --
    Angel Oak Multi-Strategy Inc 20 --

    Worst 5-Year Relative Performance | More
    07-12-19

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak Multi-Strategy Inc 20 --
    Angel Oak High Yield Opportu 7 --

    Lowest Expenses | More
    07-12-19

    Highest Expenses | More
    07-12-19

    Longest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak High Yield Matthew R. Kennedy 4.60
    Angel Oak Multi-Stra Berkin Kologlu 3.80
    Angel Oak Financials Sreeniwas (Sreeni) V 3.10
    Angel Oak UltraShort Colin McBurnette 1.30

    Shortest Manager Tenure | More
    07-12-19

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak UltraShort Colin McBurnette 1.30
    Angel Oak Financials Sreeniwas (Sreeni) V 3.10
    Angel Oak Multi-Stra Berkin Kologlu 3.80
    Angel Oak High Yield Matthew R. Kennedy 4.60