Morningstar

Angel Oak Income ETF CARY

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

Morningstar’s Analysis CARY

Will CARY outperform in the 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 CARY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Angel Oak Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CARY

More CARY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

5 Year Treasury Note Future Dec 26

7.28 105M
Government

Federal National Mortgage Association

4.71 68M
Securitized

Federal National Mortgage Association

1.75 25M
Securitized

10 Year Treasury Note Future Dec 26

1.68 24M
Government

Federal Home Loan Mortgage Corp. 5%

1.60 23M
Securitized

Fnma Pass-Thru I 5.5%

1.54 22M
Securitized

First American Government Obligs U

1.18 17M
Cash and Equivalents

FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 4.21%

1.04 15M
Securitized

Federal Home Loan Mortgage Corp. 4.37%

0.83 12M
Securitized

FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 4.21%

0.69 10M
Securitized

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