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Angel Oak Total Return Bond Instl AOIIX

Quantitative rating as of
  • NAV / 1-Day Return 8.69  /  0.11 %
  • Total Assets 34.7 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.590%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 2.83%
  • Effective Duration 6.42 years

Morningstar’s Analysis AOIIX

Will AOIIX outperform in future?

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



A lowering of its Process Pillar rating is the primary driver of Angel Oak Core Impact Ins's downgrade to a Morningstar Quantitative Rating of Neutral from Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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