Angel Oak Mutual Funds List
Here you can find all mutual funds issued by Angel Oak and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 0.86%
- Avg. 1 Year Return
- 6.56%
- Avg. 5 Year Return
- 4.05%
- Median Risk/Return Score
- 94 / 100
Angel Oak Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Angel Oak Multi-Strategy Income Fund | Multisector Bonds | Jun 27, 2011 | 1.21% | 1.73% | 2.50% | 5.18% | 94 | ||||||||
| Angel Oak UltraShort Income Fund | Ultrashort Bond | Apr 2, 2018 | 0.53% | 1.62% | — | 4.79% | 98 | ||||||||
| Angel Oak Strategic Credit Fund | Nontraditional Bonds | Dec 25, 2017 | 0.85% | 2.54% | — | 8.49% | 82 |
Explore top Angel Oak Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Angel Oak Mutual funds by Risk/Return Score
The top Angel Oak Mutual funds by PortfoliosLab Risk/Return Score are AOUIX (98) and ANGLX (94).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Angel Oak UltraShort Income Fund | 98 | — | Apr 2018 | |
| Angel Oak Multi-Strategy Income Fund | 94 | — | Jun 2011 | |
| Angel Oak Strategic Credit Fund | 82 | — | Dec 2017 |
Best-Performing Angel Oak Mutual funds Over 5 Years
The top Angel Oak Mutual funds is ASCIX (7.48%).
Across the lineup, Angel Oak Mutual funds show an average 1-year return of 6.56% and an average 5-year return of 4.05%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Angel Oak Strategic Credit Fund | 7.48% | — | Dec 2017 | |
| Angel Oak UltraShort Income Fund | 3.28% | — | Apr 2018 | |
| Angel Oak Multi-Strategy Income Fund | 1.38% | — | Jun 2011 |
Lowest-Cost Angel Oak Mutual funds
The top Angel Oak Mutual funds is AOUIX (0.53%).
With an average expense ratio of 0.86%, Angel Oak Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Angel Oak UltraShort Income Fund | 0.53% | — | Apr 2018 | |
| Angel Oak Strategic Credit Fund | 0.85% | — | Dec 2017 | |
| Angel Oak Multi-Strategy Income Fund | 1.21% | — | Jun 2011 |
Highest-Yield Angel Oak Mutual funds
The top Angel Oak Mutual funds is ASCIX (8.49%).
Across the lineup, Angel Oak Mutual funds show an average dividend yield of 6.15%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Angel Oak Strategic Credit Fund | 8.49% | — | Dec 2017 | |
| Angel Oak Multi-Strategy Income Fund | 5.18% | — | Jun 2011 | |
| Angel Oak UltraShort Income Fund | 4.79% | — | Apr 2018 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.