Angel Oak Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return--------2.68
    Category Average3.39-2.097.196.20-0.08
    Assets for Each Yr*3.365.064.616.357.61
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 2.68 4.08 4.52

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,610 mil $1,000 9.59 90.41
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- 0.02 -- --
    Taxable Bond 3.8 101.28 1.20 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-18-18

      Sector YTD Return % % Net Assets  
    Financial Institutions Inc* Financial Services -1.77 0.00
    Chemung Financial Corp* Financial Services -7.82 0.00
    Central Valley Community Bancorp* Financial Services 2.23 0.00

    Best 5-Year Relative Performance | More
    10-18-18

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak High Yield Opportu 6 --
    Angel Oak Multi-Strategy Inc 13 --

    Worst 5-Year Relative Performance | More
    10-18-18

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak Multi-Strategy Inc 13 --
    Angel Oak High Yield Opportu 6 --

    Lowest Expenses | More
    10-18-18

    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 1.40 --

    Highest Expenses | More
    10-18-18

    Fund Name Expense Ratio Analyst Report  
    Angel Oak Multi-Strategy Inc 1.40 --
    Angel Oak Flexible Income In 0.69 --
    Angel Oak High Yield Opportu 0.65 --

    Longest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak High Yield Matthew R. Kennedy 3.80
    Angel Oak Multi-Stra Brad A. Friedlander 3.80
    Angel Oak Flexible I Brad A. Friedlander 2.70
    Angel Oak UltraShort Colin McBurnette 0.50

    Shortest Manager Tenure | More
    10-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak UltraShort Colin McBurnette 0.50
    Angel Oak Flexible I Brad A. Friedlander 2.70
    Angel Oak High Yield Matthew R. Kennedy 3.80
    Angel Oak Multi-Stra Brad A. Friedlander 3.80