Angel Oak Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return1.974.165.732.784.24
    Category Average-1.866.966.08-1.528.15
    Assets for Each Yr*5.064.616.357.268.28
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 4.24 5.19 3.91

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $8,276 mil $1,000 7.77 92.23
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- 0.04 -- --
    Taxable Bond 4.0 101.36 1.02 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak High Yield Opportu 6 --
    Angel Oak Multi-Strategy Inc 35 08-30-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak Multi-Strategy Inc 35 08-30-19
    Angel Oak High Yield Opportu 6 --

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak High Yield Matthew R. Kennedy 4.80
    Angel Oak Multi-Stra Berkin Kologlu 3.30
    Angel Oak Financials Sreeniwas (Sreeni) V 2.30
    Angel Oak UltraShort Colin McBurnette 1.50

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak UltraShort Colin McBurnette 1.50
    Angel Oak Financials Sreeniwas (Sreeni) V 2.30
    Angel Oak Multi-Stra Berkin Kologlu 3.30
    Angel Oak High Yield Matthew R. Kennedy 4.80