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 17.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

5 Year Treasury Note Future Sept 26

8.01 109M
Government

First American Government Obligs U

3.77 51M
Cash and Equivalents

10 Year Treasury Note Future Sept 26

1.96 27M
Government

United States Treasury Notes 1.5%

1.34 18M
Government

Federal Home Loan Mortgage Corp. 5%

1.11 15M
Securitized

FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 4.15%

1.10 15M
Securitized

Invesco Senior Loan ETF

0.98 13M
—

Federal Home Loan Mortgage Corp. 4.37%

0.93 13M
Securitized

Federal Home Loan Mortgage Corp. 5.5%

0.78 11M
Securitized

Federal Home Loan Mortgage Corp. 4.15%

0.73 10M
Securitized

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