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.
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
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 |
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.
$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.