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Angel Oak High Yield Opportunities ETF AOHY

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

Morningstar’s Analysis AOHY

Will AOHY 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 AOHY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AOHY 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 AOHY’s parent organization’s priorities and whether they’re in line with investors’ interests.

Angel Oak High Yield Opportunities ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AOHY

More AOHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs U

4.80 3.7 Mil
Cash and Equivalents

Antero Midstream Partners LP / Antero Midstream Finance Corp 5.75%

1.59 1.2 Mil
Corporate

OAKTOWN RE VII LTD 9.73%

1.34 1.0 Mil
Securitized

Warrior Met Coal Inc 7.88%

1.33 1.0 Mil
Corporate

A&D MORTGAGE TRUST 2024-NQM1 8.6%

1.30 995,070
Securitized

VERUS SECURITIZATION TRUST 2024-2 7.86%

1.30 994,898
Securitized

BRAVO RESIDENTIAL FUNDING TRUST 2024-NQM2 7.91%

1.30 994,811
Securitized

COLT 2024-1 MORTGAGE LOAN TRUST 7.83%

1.29 992,629
Securitized

Shelf Drilling Holdings Ltd. 9.63%

1.23 945,879
Corporate

CVR Partners, LP and CVR Nitrogen Finance Corporation 6.13%

1.22 937,956
Corporate