Angel Oak Fund Family Report
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  • Select a Fund Family
  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return1.974.165.732.780.41
    Category Average-2.097.196.20-1.572.43
    Assets for Each Yr*5.064.616.357.267.53
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 0.41 4.93 3.80

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,531 mil $1,000 9.28 90.72
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- 0.03 -- --
    Taxable Bond 3.9 101.36 1.20 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-19-19

      Sector YTD Return % % Net Assets  
    TriState Capital Holdings Inc FX* Financial Services 0.51 0.01

    Best 5-Year Relative Performance | More
    02-19-19

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak High Yield Opportu 5 --
    Angel Oak Multi-Strategy Inc 17 --

    Worst 5-Year Relative Performance | More
    02-19-19

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak Multi-Strategy Inc 17 --
    Angel Oak High Yield Opportu 5 --

    Lowest Expenses | More
    02-19-19

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

    Highest Expenses | More
    02-19-19

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

    Longest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak High Yield Matthew R. Kennedy 4.20
    Angel Oak Multi-Stra Brad A. Friedlander 4.10
    Angel Oak Financials Brad A. Friedlander 3.00
    Angel Oak UltraShort Colin McBurnette 0.90

    Shortest Manager Tenure | More
    02-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak UltraShort Colin McBurnette 0.90
    Angel Oak Financials Brad A. Friedlander 3.00
    Angel Oak Multi-Stra Brad A. Friedlander 4.10
    Angel Oak High Yield Matthew R. Kennedy 4.20