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 Mutual Funds List
1 to 6 of 6 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Angel Oak UltraShort Income Fund Institutional Class | AOUIX | Ultrashort Bond | — | 3.07% | 24 | 0.350% | Average | Institutional | $500,000 | |
| Angel Oak UltraShort Income Fund Class A1 | AOUNX | Ultrashort Bond | — | 2.85% | 53 | 0.600% | Average | Front Load | $1,000 | |
| Angel Oak UltraShort Income Fund Class A | AOUAX | Ultrashort Bond | — | 2.86% | 52 | 0.600% | Above Average | No Load | $1,000 | |
| Angel Oak Multi-Strategy Income Fund A Shares | ANGLX | Multisector Bond | — | 2.20% | 10 | 1.240% | High | Front Load | $1,000 | |
| Angel Oak Multi-Strategy Income Fund Institutional Shares | ANGIX | Multisector Bond | — | 2.42% | 8 | 0.990% | High | Institutional | $500,000 | |
| Angel Oak Multi-Strategy Income Fund Class C | ANGCX | Multisector Bond | — | 1.62% | 17 | 1.990% | 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
United States