Skip to Content

Angel Oak Multi-Strategy Income Instl ANGIX

Analyst rating as of
NAV / 1-Day Return
10.18  /  0.01 %
Total Assets
6.0 Bil
Adj. Expense Ratio
0.950%
Expense Ratio
1.120%
Fee Level
High
Longest Manager Tenure
7.39 years
Category
US Fund Multisector Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
4.93%
Effective Duration
2.28 years
Premium

Morningstar’s Analysis

Will ANGIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Incremental improvements, but plenty of risks in this mortgage-heavy strategy.

Associate Director

Summary

| |

Angel Oak Multi-Strategy Income is an aggressive mortgage-focused strategy. Its management has a solid foundation, but risks and weaknesses remain. It earns a Morningstar Analyst Rating of Neutral across all share classes.

Unlock our full analysis with Morningstar Premium