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Navid Abghari on TD Ameritrade Network: Bank Earnings Winners and Losers

Watch Navid Abghari on TD Ameritrade Network: Bank Earnings Winners and Losers

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Dailyalts: An Interview with Cheryl Pate, CFA®

Predominantly, we invest in “subordinated debt.” It’s a capital tool that banks have used for a number of years. However, it really only made its way down to the community bank space…

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Clayton Triick, CFA® Shares His Insights on the Structured Credit Space

Mutualfunds.com got to have a discussion with Clayton Triick, CFA, Senior Portfolio Manager of Angel Oak Capital Advisors, an investment management firm that offers a range of mutual funds focused on the fixed-income space.…

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Angel Oak UltraShort Income Fund Featured in Mutual Fund Observer

Clayton Triick manages Angel Oak UltraShort Income which launched in April 2018. He joined Angel Oak Capital Advisors in 2011 as an expert in the residential mortgage-backed securities markets, which is a…

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Fed Will Lower Rates This Week, But Future Cuts Are No Sure Thing

Although the Federal Reserve has all but committed to cutting interest rates at its meeting this week, expectations for more accommodative monetary policy have undergone a sharp reversal over the past month.…

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Sam Dunlap on Bloomberg Radio: U.S. Consumer Continues to Stand Out

Sam Dunlap shares his thoughts on the U.S. housing market and why the team favors U.S. residential mortgage credit.   

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Uber Isn’t Turning a Profit Yet, but Some Investors made a Quick ...

Debt investors in ride-share company Uber Technologies UBER, -2.22% got a nice lift on Friday from the company’s new $1.2 billion bond sale. Strong demand for the high-yield bonds allowed the company…

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Interest Rate Cuts Could Make These Bonds an Attractive Target

Bonds issued by home builders are signaling a pretty upbeat tone for the U.S. economy, even as U.S. recession fears linger. Wage growth has been on the rise while borrowing costs have…

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Sam Dunlap on TD Ameritrade Network: Outlook for the Housing Market

Watch Sam Dunlap on TD Ameritrade Network: Outlook for the Housing Market

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Community Bank Debt: A Compelling Opportunity

Watch Navid Abghari as he speaks about compelling opportunities in community bank debt.

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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).

 

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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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