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Forging New Paths in Fixed Income

Partner with a pioneer in mortgage and structured credit investing

Investments Insights About Us

Investing involves risk. Principal loss is possible. Must be preceded or accompanied by a prospectus. Click here for current fund prospectuses. The Angel Oak Funds are distributed by Quasar Distributors, LLC.

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The Return of Fixed Income

Sam Dunlap and David Wells explain the PM team’s belief that securitized credit—specifically mortgages—is an appealing pla...

Sam Dunlap and David Wells explain the PM team’s belief that securitized credit—specifically mort...

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2023 Financials Market Outlook

Angel Oak’s PM team provides an outlook for the financial sector in 2023 and identifies pockets of opportunity within the ...

Angel Oak’s PM team provides an outlook for the financial sector in 2023 and identifies pockets o...

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The Securitized Credit Premium

Sam Dunlap and David Wells explore securitized credit’s underrepresentation within retail investors’ fixed income portfoli...

Sam Dunlap and David Wells explore securitized credit’s underrepresentation within retail investo...

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Watch Now: 4Q22 Recorded Fund Webcasts

Watch Now: 4Q22 Recorded Fund Webcasts

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Read Now: 4Q22 Fund Commentaries

Read Now: 4Q22 Fund Commentaries

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Sam Dunlap in WSJ: Money managers are urging clients to buy bonds while yield...

Sam Dunlap in WSJ: Money managers are urging clients to buy...

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Cheryl Pate on The NAVigator Podcast: End of the rate-hike cycle will pay off...

Cheryl Pate on The NAVigator Podcast: End of the rate-hike ...

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Investing involves risk. Principal loss is possible. Must be preceded or accompanied by a prospectus. Click here for current fund prospectuses. The Angel Oak Funds are distributed by Quasar Distributors, LLC.

Investment Solutions

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Fund Name
 Inception Date Ticker YTD (%) 1Y (%) 3Y (%) 5Y (%) 10Y (%) Inception (%)
Multi-Strategy Income Fund
 		8/16/12 ANGIX -12.42 -12.42 -3.57 -0.65 1.84 4.01
Financials Income Impact Fund
 		11/3/14 ANFIX -6.95 -6.95 -1.39 1.10 n/a 1.84
High Yield Opportunities Fund
 		3/31/09 ANHIX -7.57 -7.57 0.99 2.76 4.39 7.24
Strategic Credit Fund
 		12/26/17 ASCIX -3.14 -3.14 4.09 4.93 n/a 4.91
UltraShort Income Fund
 		4/2/18 AOUIX -3.47 -3.47 -0.21 n/a n/a 1.18
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Performance quoted is past performance and is no guarantee of future results. The investment return and principal value of an investment 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 the performance data shown. Current performance for the most recent month-end can be obtained by calling 855-751-4324.
Investing involves risk. Principal loss is possible. Must be preceded or accompanied by a prospectus. Click here for current fund prospectuses. The Angel Oak Funds are distributed by Quasar Distributors, LLC.

About Angel Oak

Unlocking financial value through alternative credit in the post-crisis era requires the vision to identify unique opportunities, the expertise to develop sound strategies, and the sophistication to structure solutions effectively.

With a deep team of seasoned professionals singularly dedicated to serving institutional and individual fixed-income investors, Angel Oak utilizes the full force of its expertise towards shaping the most comprehensive structured credit investment platform in the market.

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$19.2

Billion AUM*

77

Employees

50+

Investment Vehicles

2008

Founded

*As of 9/30/22. Assets under management (AUM) represents the sum of assets managed or serviced, and committed but uncalled capital.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Angel Oak Funds. This and other important information about each Fund is contained in the Prospectus or Summary Prospectus for each Fund, which can be obtained by calling Shareholder Services or clicking here. The Prospectus or Summary Prospectus should be read carefully before investing. Investing involves risk. Principal loss is possible.

Disclosures

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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.

 

Financials Income Impact Fund Prospectus

High Yield Opportunities Fund Prospectus

Income ETF Prospectus

Multi-Strategy Income Fund Prospectus

Strategic Credit Fund Prospectus

Total Return Bond Fund Prospectus

UltraShort Income ETF Prospectus

UltraShort Income Fund Prospectus

 

Return to the Angel Oak Website to access standardized performance or recent portfolio holdings or positions (Financials Income Impact Fund Performance, High Yield Opportunities Fund Performance, Income ETF Performance, Multi-Strategy Income Fund Performance, Strategic Credit Fund Performance, Total Return Bond Fund Performance, UltraShort Income ETF Performance, UltraShort Income Fund Performance).

 

Important Social Media Disclosures

 

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.

 

Investing involves risk. Principal loss is possible. Some 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, 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. Derivatives may involve certain costs and risks such as illiquidity, interest rate, market, credit, management, and the risk that a position could not be closed when most advantageous. 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 non-rated securities present a greater risk of loss to principal and interest than higher-rated securities do. 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.

 

ETFs may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market prices (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The Fund is an actively managed ETF, which is a fund that trades like other publicly traded securities. The Fund is not an index fund and does not seek to replicate the performance of a specified index.

 

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.

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.

 

 

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