Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Angel Oak Mutual Funds
View all of Angel Oak’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Angel Oak Funds List
Share Class Type
1 to 9 of 9 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Angel Oak UltraShort Income Instl | AOUIX | Ultrashort Bond | — | 2.25% | 14 | 0.350% | Average | Institutional | $500,000 | |
| Angel Oak Multi-Strategy Income Instl | ANGIX | Multisector Bond | — | 0.81% | 27 | 0.980% | High | Institutional | $500,000 | |
| Angel Oak UltraShort Income A | AOUAX | Ultrashort Bond | — | 2.15% | 15 | 0.600% | Above Average | No Load | $1,000 | |
| Angel Oak UltraShort Income A1 | AOUNX | Ultrashort Bond | — | 1.96% | 15 | 0.600% | Above Average | Front Load | $1,000 | |
| Angel Oak Financials Income Impact A | ANFLX | Short-Term Bond | — | 3.26% | 1 | 0.940% | High | Front Load | $1,000 | |
| Angel Oak Financials Income Impact C | AFLCX | Short-Term Bond | — | 2.93% | 1 | 1.690% | High | Level Load | $1,000 | |
| Angel Oak Financials Income Impact Ins | ANFIX | Short-Term Bond | — | 3.37% | 1 | 0.690% | High | Institutional | $500,000 | |
| Angel Oak Multi-Strategy Income A | ANGLX | Multisector Bond | — | 0.58% | 28 | 1.230% | High | Front Load | $1,000 | |
| Angel Oak Multi-Strategy Income C | ANGCX | Multisector Bond | — | 0.58% | 36 | 1.980% | High | Level Load | $1,000 |
Angel Oak Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank