Forging New Paths in Fixed Income
Partner with a pioneer in mortgage and structured credit investing
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.
Lack of Supply on the Horizon
CIO Sam Dunlap and Chief Portfolio Strategist David Wells explain the tailwinds seen in the mortgage securities market as ...
CIO Sam Dunlap and Chief Portfolio Strategist David Wells explain the tailwinds seen in the mortg...
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Lower Inflation on the Horizon
Sam Dunlap and David Wells share why they believe that the Fed is at or near peak policy and interest rate cuts could be o...
Sam Dunlap and David Wells share why they believe that the Fed is at or near peak policy and inte...
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The Stable Fundamentals in Housing
Sam Dunlap and David Wells share why they believe the lack of agency and non-agency MBS supply in a shrinking market with ...
Sam Dunlap and David Wells share why they believe the lack of agency and non-agency MBS supply in...
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Colin McBurnette on The NAVigator Podcast: Investment Opportunities in Housin...
Colin McBurnette on The NAVigator Podcast: Investment Oppor...
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Podcast: Senior PMs Cheryl Pate and Johannes Palsson Discuss the Current Inve...
Podcast: Senior PMs Cheryl Pate and Johannes Palsson Discus...
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2023 Mid-Year Outlook Video
2023 Mid-Year Outlook Video
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Read Now: 2Q23 Fund Commentaries
Read Now: 2Q23 Fund Commentaries
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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
Fund Name |
Inception Date | Ticker | YTD (%) | 1Y (%) | 3Y (%) | 5Y (%) | 10Y (%) | Inception (%) |
---|---|---|---|---|---|---|---|---|
Multi-Strategy Income Fund |
8/16/12 | ANGIX | 1.17 | -5.41 | -1.06 | -0.78 | 1.86 | 3.94 |
Financials Income Impact Fund |
11/3/14 | ANFIX | -4.36 | -8.16 | -0.51 | -0.05 | n/a | 1.21 |
High Yield Opportunities Fund |
3/31/09 | ANHIX | 5.01 | 9.38 | 4.53 | 3.75 | 4.81 | 7.35 |
Strategic Credit Fund |
12/26/17 | ASCIX | 5.38 | 5.12 | 9.72 | 5.31 | n/a | 5.46 |
UltraShort Income Fund |
4/2/18 | AOUIX | 3.28 | 2.08 | 0.79 | 1.63 | n/a | 1.69 |
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.
$16.5
Billion AUM*
87
Employees
50+
Investment Vehicles
2008
Founded
*Estimated as of 6/30/23. 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.