Angel Oak Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return4.085.711.974.162.28
    Category Average2.283.39-2.037.182.92
    Assets for Each Yr*2.033.365.064.615.21
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 2.28 3.73 5.81

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,207 mil $1,000 10.34 89.66
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- 0.02 -- --
    Taxable Bond 4.4 101.12 1.19 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-22-17

      Sector YTD Return % % Net Assets  
    Calumet Specialty Products Partn* Energy 6.25 0.00

    Best 5-Year Relative Performance | More
    05-22-17

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak High Yield Opportu 15 --
    Angel Oak Multi-Strategy Inc 16 --

    Worst 5-Year Relative Performance | More
    05-22-17

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak Multi-Strategy Inc 16 --
    Angel Oak High Yield Opportu 15 --

    Lowest Expenses | More
    05-22-17

    Fund Name Expense Ratio Analyst Report  
    Angel Oak High Yield Opportu 0.65 --
    Angel Oak Flexible Income In 0.83 --
    Angel Oak Multi-Strategy Inc 1.24 --

    Highest Expenses | More
    05-22-17

    Fund Name Expense Ratio Analyst Report  
    Angel Oak Multi-Strategy Inc 1.24 --
    Angel Oak Flexible Income In 0.83 --
    Angel Oak High Yield Opportu 0.65 --

    Longest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak Multi-Stra Brad A. Friedlander 3.00
    Angel Oak High Yield Matthew R. Kennedy 2.50
    Angel Oak Flexible I Brad A. Friedlander 1.60

    Shortest Manager Tenure | More
    05-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak Flexible I Brad A. Friedlander 1.60
    Angel Oak High Yield Matthew R. Kennedy 2.50
    Angel Oak Multi-Stra Brad A. Friedlander 3.00