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Angel Oak Income ETF CARY

Morningstar Medalist Rating
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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
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Portfolio Holdings CARY

More CARY Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association

4.9469M
Securitized

Federal National Mortgage Association

4.3761M
Securitized

5 Year Treasury Note Future Dec 26

2.1330M
Government

First American Government Obligs U

2.0729M
Cash and Equivalents

10 Year Treasury Note Future Dec 26

1.7925M
Government

State Street SPDR Port Hi Yld Bd Idx ETF

1.2117M
—

FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 4.31%

1.0815M
Securitized

iShares Broad USD High Yield Corp Bd ETF

1.0114M
—

Federal Home Loan Mortgage Corp. 4.37%

0.8812M
Securitized

FHLMC CMO 4.37%

0.8712M
Securitized

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