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Morningstar

Angel Oak UltraShort Income ETF UYLD

Morningstar Medalist Rating
Medalist Rating as of | See Angel Oak Investment Hub

Morningstar’s Analysis UYLD

Will UYLD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UYLD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UYLD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of UYLD’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Angel Oak UltraShort Income ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UYLD

More UYLD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs U

2.25 9.8 Mil
Cash and Equivalents

OCTAGON LOAN FUNDING LLC 6.77%

1.70 7.4 Mil
Securitized

Golub Capital Partners Clo Ltd 6.9%

1.64 7.1 Mil
Securitized

Federal Home Loan Mortgage Corp. 5.53%

1.59 6.9 Mil
Securitized

AMERICAN CREDIT ACCEPTANCE RECEIVABLES TRUST 2022-4 8%

1.58 6.9 Mil
Securitized

Dryden 72 CLO Ltd / LLC 6.66%

1.55 6.7 Mil
Securitized

Venture CDO Ltd. 6.67%

1.49 6.5 Mil
Securitized

Federal Home Loan Mortgage Corp. 3.33%

1.35 5.9 Mil
Securitized

FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 3.01%

1.30 5.7 Mil
Securitized

PAGAYA AI DEBT TRUST 2024-3 6.57%

1.30 5.6 Mil
Securitized