Angel Oak Financial Strategies Income Term Trust (FINS) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FINS. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FINS
FINS charges 0.03% annually. There are 8 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Western Asset Global High Income Fund Inc | 0.02% | — | Jan 2010 | FINS vs EHI | |
| Western Asset High Income Opportunity Fund Inc | 0.02% | — | Jan 2009 | FINS vs HIO | |
| Western Asset High Yield Opportunity Fund Inc | 0.02% | — | Jul 2010 | FINS vs HYI | |
| PGIM High Yield Bond Fund | 0.02% | — | Apr 2012 | FINS vs ISD | |
| First Trust High Yield Opportunities 2027 Term Fun... | 0.02% | — | Jun 2020 | FINS vs FTHY |
Best Risk-Adjusted Alternatives to FINS
FINS has a PortfoliosLab risk / return rank of 27. There are 171 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | FINS vs XILSX | |
| Cliffwater Corporate Lending Fund Class I Shares | 100 | — | Jun 2019 | FINS vs CCLFX | |
| RiverPark Short Term High Yield Fund | 99 | — | Sep 2010 | FINS vs RPHIX | |
| Penn Capital Short Duration High Income Fund | 97 | — | Jul 2017 | FINS vs PSHNX | |
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | FINS vs CWFIX |
Top Performing FINS Alternatives (YTD)
FINS is at 1.44% YTD. There are 89 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 10.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 10.56% | — | Dec 2014 | FINS vs XILSX | |
| Fairholme Focused Income Fund | 10.04% | — | Dec 2009 | FINS vs FOCIX | |
| RiverNorth Capital and Income Fund | 8.00% | — | — | FINS vs RSF | |
| Nuveen Floating Rate Income Fund | 6.22% | — | Mar 2004 | FINS vs JFR | |
| Fidelity Capital & Income Fund | 5.94% | — | Nov 1977 | FINS vs FAGIX |
Lowest Volatility Alternatives to FINS
FINS has 8.25% 1-year volatility. There are 191 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund Class I Shares | 0.85% | — | Jun 2019 | FINS vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.86% | — | Sep 2010 | FINS vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.51% | — | Jul 2014 | FINS vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.69% | — | Oct 2012 | FINS vs SCFIX | |
| Osterweis Strategic Income Fund | 1.77% | — | Aug 2002 | FINS vs OSTIX |
Lowest Drawdown Alternatives to FINS
FINS has a 1-year max drawdown of -5.64%. There are 186 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | -0.10% | — | Dec 2014 | FINS vs XILSX | |
| Cliffwater Corporate Lending Fund Class I Shares | -0.19% | — | Jun 2019 | FINS vs CCLFX | |
| RiverPark Short Term High Yield Fund | -0.21% | — | Sep 2010 | FINS vs RPHIX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | FINS vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | FINS vs SCFIX |
Other Mutual Funds from Angel Oak
The 3 most viewed Angel Oak mutual funds shown here include ANGLX, AOUIX, ASCIX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Angel Oak Multi-Strategy Income Fund | Multisector Bonds | 94 | 1.82% | — | Jun 2011 | FINS vs ANGLX | |
| Angel Oak UltraShort Income Fund | Ultrashort Bond | 99 | 1.89% | — | Apr 2018 | FINS vs AOUIX | |
| Angel Oak Strategic Credit Fund | Nontraditional Bonds | 85 | 2.84% | — | Dec 2017 | FINS vs ASCIX |
Often Compared With FINS
Investors most often compare FINS with FSHNX, FAHYX, PRFRX. These 8 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Series High Income Fund | High Yield Bonds | 92 | 2.49% | — | Mar 2011 | FINS vs FSHNX | |
| Fidelity Advisor High Income Advantage Fund Class ... | High Yield Bonds | 63 | 5.25% | — | Jan 1987 | FINS vs FAHYX | |
| T. Rowe Price Floating Rate Fund - Investor Class | High Yield Bonds | 89 | 1.84% | — | Jul 2011 | FINS vs PRFRX | |
| Fidelity Advisor High Income Advantage Fund Class ... | High Yield Bonds | 68 | 5.45% | — | Oct 2018 | FINS vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | High Yield Bonds | 67 | 5.40% | — | Jul 1995 | FINS vs FAHCX | |
| American Beacon SiM High Yield Opportunities Fund ... | High Yield Bonds | 95 | 1.82% | — | Feb 2011 | FINS vs SHOYX | |
| Nuveen Global High Income Fund | High Yield Bonds | 11 | 5.36% | — | Nov 2014 | FINS vs JGH | |
| Intrepid Income Fund | Multisector Bonds, High Yield Bonds, Actively Managed | 96 | 2.16% | — | Aug 2010 | FINS vs ICMUX |
Compare FINS with Any Fund or Stock
Compare FINS with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FINS with funds that move differently
Angel Oak Financial Strategies Income Term Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FINS.
Explore FINS Diversifiers