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Matt Kennedy On TD Ameritrade: Bond Market Reaction To The Jobs Report

Watch Matt Kennedy on TD Ameritrade: How the Bond Market Reacted After the Jobs Report

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Sam Dunlap joins Bloomberg Real Yield

Watch Sam Dunlap discuss the team’s approach towards the U.S. fixed income market as low global bond rates continue.

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Angel Oak Capital Advisors Appoints Chief Investment Officers

Angel Oak Capital Advisors, LLC (Angel Oak), an investment management firm specializing in value-driven structured credit, announces the promotions of Sam Dunlap and Namit Sinha to Chief Investment Officers of the firm’s…

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Angel Oak Capital Advisors Jumpstarts 2020 with Hiring of Kevin Parks

Angel Oak Capital Advisors, LLC, an investment management firm that specializes in value-driven alternative credit, announces that Kevin Parks has joined the firm and will serve as a portfolio manager on the…

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TD Ameritrade Network: Navid Abghari’s Outlook for the Financial Sector

Watch TD Ameritrade Network: Navid Abghari’s Outlook for the Financial Sector

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Sam Dunlap on Yahoo Finance: Job Growth Soars with 266K Added in November

Watch Sam Dunlap on Yahoo Finance: Job Growth Soars with 266K Added in November

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FOMC minutes: Downside risks justified cut, then hold

Potential downside risks from “global developments” persuaded most members of the Federal Open Market Committee to vote to cut the benchmark interest rate in October, and then to hold it. “A couple”…

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2019 Estimated Capital Gains

As of October 31, 2019 The estimated short-term and long-term capital gains distributions for 2019 are listed below. Please note, these estimates are unaudited estimates based on 10/28/19 book numbers and are…

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Sam Dunlap on Yahoo Finance: GDP Beat Expectations

Sam Dunlap discusses his expectations from the FOMC meeting, where the team is finding value in volatile markets, and his outlook for the housing market.

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Corporate Bonds May Be Paying Too Little Spread to Offset 4Q Selloff Risks

Risks of a U.S. corporate bond selloff often run high into the final months of the year when liquidity can get pinched and credit spreads widen. But this year could be particularly…

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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.

 

Multi-Strategy Income Fund Prospectus
Financials Income Fund Prospectus
High Yield Opportunities Fund Prospectus
UltraShort Income Fund Prospectus
Strategic Credit Fund Prospectus
Core Impact Fund Prospectus
 

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

 

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.

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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