Angel Oak Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return1.974.165.732.781.75
    Category Average-2.097.196.20-1.574.94
    Assets for Each Yr*5.064.616.357.267.97
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 1.75 5.41 3.83

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,970 mil $1,000 8.22 91.78
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- 0.02 -- --
    Taxable Bond 4.0 101.37 1.02 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Severn Bancorp Inc* Financial Services 6.77 0.00
    Pathfinder Bancorp Inc* Financial Services -1.53 0.00
    Community West Bancshares* Financial Services 0.75 0.00
    Codorus Valley Bancorp Inc* Financial Services 5.32 0.00
    Chemung Financial Corp* Financial Services 19.97 0.00

    Best 5-Year Relative Performance | More
    05-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak High Yield Opportu 7 --
    Angel Oak Multi-Strategy Inc 15 --

    Worst 5-Year Relative Performance | More
    05-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak Multi-Strategy Inc 15 --
    Angel Oak High Yield Opportu 7 --

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak High Yield Matthew R. Kennedy 4.40
    Angel Oak Multi-Stra Brad A. Friedlander 4.30
    Angel Oak Financials Brad A. Friedlander 3.20
    Angel Oak UltraShort Colin McBurnette 1.10

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak UltraShort Colin McBurnette 1.10
    Angel Oak Financials Brad A. Friedlander 3.20
    Angel Oak Multi-Stra Brad A. Friedlander 4.30
    Angel Oak High Yield Matthew R. Kennedy 4.40