Angel Oak Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return4.085.711.974.163.01
    Category Average2.283.39-2.037.183.66
    Assets for Each Yr*2.033.365.064.615.53
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 3.01 3.77 6.03

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,534 mil $1,000 9.94 90.06
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- 0.02 -- --
    Taxable Bond 4.0 101.13 1.19 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-26-17

      Sector YTD Return % % Net Assets  
    Calumet Specialty Products Partn* Energy 2.50 0.00

    Best 5-Year Relative Performance | More
    06-26-17

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak Multi-Strategy Inc 13 --
    Angel Oak High Yield Opportu 16 --

    Worst 5-Year Relative Performance | More
    06-26-17

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak High Yield Opportu 16 --
    Angel Oak Multi-Strategy Inc 13 --

    Lowest Expenses | More
    06-26-17

    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
    06-26-17

    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
    06-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak High Yield Matthew R. Kennedy 3.50
    Angel Oak Multi-Stra Brad A. Friedlander 2.40
    Angel Oak Flexible I Brad A. Friedlander 1.90

    Shortest Manager Tenure | More
    06-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak Flexible I Brad A. Friedlander 1.90
    Angel Oak Multi-Stra Brad A. Friedlander 2.40
    Angel Oak High Yield Matthew R. Kennedy 3.50