Angel Oak Fund Family Report
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  • Select a Fund Family
  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return5.711.974.165.730.84
    Category Average3.39-2.097.196.20-0.57
    Assets for Each Yr*3.365.064.616.356.84
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 0.84 3.59 3.93

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,841 mil $1,000 10.14 89.86
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- 0.02 -- --
    Taxable Bond 4.0 101.32 1.12 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    04-20-18

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak High Yield Opportu 8 --
    Angel Oak Multi-Strategy Inc 21 --

    Worst 5-Year Relative Performance | More
    04-20-18

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak Multi-Strategy Inc 21 --
    Angel Oak High Yield Opportu 8 --

    Lowest Expenses | More
    04-20-18

    Fund Name Expense Ratio Analyst Report  
    Angel Oak High Yield Opportu 0.65 --
    Angel Oak Flexible Income In 0.69 --
    Angel Oak Multi-Strategy Inc 1.20 --

    Highest Expenses | More
    04-20-18

    Fund Name Expense Ratio Analyst Report  
    Angel Oak Multi-Strategy Inc 1.20 --
    Angel Oak Flexible Income In 0.69 --
    Angel Oak High Yield Opportu 0.65 --

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak High Yield Matthew R. Kennedy 3.30
    Angel Oak Multi-Stra Brad A. Friedlander 3.30
    Angel Oak Flexible I Brad A. Friedlander 2.70

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak Flexible I Brad A. Friedlander 2.70
    Angel Oak High Yield Matthew R. Kennedy 3.30
    Angel Oak Multi-Stra Brad A. Friedlander 3.30