Angel Oak Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-18

    Total ReturnCategory Average
    Total Return5.711.974.165.732.03
    Category Average3.39-2.097.196.20-0.42
    Assets for Each Yr*3.365.064.616.357.40
    *billions

    Trailing Returns %
    07-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.03 3.53 4.73

    Key Stats
    07-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,402 mil $1,000 9.64 90.36
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- -- -- --
    International Stock -- -- -- --
    Municipal Bond -- 0.02 -- --
    Taxable Bond 3.8 101.30 1.20 Above Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-18

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    08-17-18

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak High Yield Opportu 5 --
    Angel Oak Multi-Strategy Inc 14 --

    Worst 5-Year Relative Performance | More
    08-17-18

    Fund Name 5-Yr Rank Analyst Report  
    Angel Oak Multi-Strategy Inc 14 --
    Angel Oak High Yield Opportu 5 --

    Lowest Expenses | More
    08-17-18

    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
    08-17-18

    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
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak High Yield Matthew R. Kennedy 3.70
    Angel Oak Multi-Stra Brad A. Friedlander 3.60
    Angel Oak Flexible I Brad A. Friedlander 2.50
    Angel Oak UltraShort Colin McBurnette 0.40

    Shortest Manager Tenure | More
    08-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Angel Oak UltraShort Colin McBurnette 0.40
    Angel Oak Flexible I Brad A. Friedlander 2.50
    Angel Oak Multi-Stra Brad A. Friedlander 3.60
    Angel Oak High Yield Matthew R. Kennedy 3.70