Information that is provided by Angel Oak Capital Advisors (“Angel Oak”) is for informational purposes only and should not be considered as investment advice or a recommendation to invest in any particular security, strategy, or investment product. Angel Oak is not engaged in rendering any tax, legal, or other accounting advice. Please consult with a qualified professional for this type of advice. Whenever an Angel Oak account follows another user, shares third-party content, or provides links to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of services, products, or points of view.
Posts and comments from Angel Oak on social media accounts are not an offer to sell or solicitation of an offer to buy shares of any fund or investment product. All investments involve risk, including the possible loss of principal.
Opinions and comments expressed by third-parties on Angel Oak’s social media pages are the opinion of those persons submitting them and do not represent the views of Angel Oak or its management. Angel Oak does not endorse or approve content submitted by third-parties, or endorse individuals or organizations by using any features available on social media sites. Angel Oak may block any posts that are viewed as testimonials, advice, recommendations, or advertisements for specific products or services.
Please keep in mind that our industry regulates how we can conduct conversations in these types of forums. Therefore, we may not be able to respond directly to you. For a more personalized response, please contact us.
You are now leaving the Angel Oak Capital and Angel Oak Funds website. Any views expressed on the site you are about to visit, or any articles or interviews therein are those of the participants and are not intended as a forecast or as investment recommendations. Information provided with respect to the Fund’s Portfolio Holdings, Sector Weightings, Number of Holdings, Performance and Expense Ratios are as of the dates described in the article and are subject to change at any time.
Performance data current to the most recent month-end and quarter-end can be obtained by clicking the links above.
Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than what is stated.
Mutual fund investing involves risk. Principal loss is possible. The Funds can make short sales of securities, which involves the risk that losses in securities may exceed the original amount invested. Leverage, which may exaggerate the effect of any increase or decrease in the value of securities in a Fund’s portfolio on the Fund’s Net Asset Value and therefore may increase the volatility of a Fund. Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks are increased for emerging markets. Investments in fixed income instruments typically decrease in value when interest rates rise. Derivatives involve risks different from and, in certain cases, greater than the risks presented by more traditional investments. Investments in asset backed and mortgage‐backed securities include additional risks that investors should be aware of, such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. Investments in lower‐rated and nonrated securities presents a greater risk of loss to principal and interest than higher‐rated securities. A non‐diversified fund, may be more susceptible to being adversely affected by a single corporate, economic, political or regulatory occurrence than a diversified fund. Funds will incur higher and duplicative costs when it invests in mutual funds, ETFs and other investment companies. There is also the risk that the Funds may suffer losses due to the investment practices of the underlying funds. For more information on these risks and other risks of the Funds, please see the Prospectus.
There is no guarantee that this or any investment strategy will succeed; the strategy is not an indicator of future performance; and investment results may vary.
Definitions: Correlation: A statistical measure of how two securities move in relation to another. Index used for comparison is the Barclays U.S. Aggregate Bond Index. Duration: A measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates.
References to other mutual funds should not be interpreted as an offer of these securities.
Fund holdings and allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.
Diversification does not guarantee a profit or protect from loss in a declining market.
Indexed annuities are complex, not suitable for all investors, and due to surrender charges it is possible to lose money.
Upside potential may be limited due to participation rates.
The Angel Oak Funds are distributed by Quasar Distributors, LLC.