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 Yield Opportunity Fund Inc | 0.02% | — | Jul 2010 | FINS vs HYI | |
| Western Asset High Income Opportunity Fund Inc | 0.02% | — | Jan 2009 | FINS vs HIO | |
| First Trust High Yield Opportunities 2027 Term Fun... | 0.02% | — | Jun 2020 | FINS vs FTHY | |
| Nuveen Floating Rate Income Fund | 0.02% | — | Mar 2004 | FINS vs JFR |
Best Risk-Adjusted Alternatives to FINS
FINS has a PortfoliosLab risk / return rank of 33. 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 | 100 | — | Mar 2019 | FINS vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | FINS vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | FINS vs CWFIX | |
| Penn Capital Short Duration High Income Fund | 97 | — | Jul 2017 | FINS vs PSHNX |
Top Performing FINS Alternatives (YTD)
FINS is at 2.36% YTD. There are 50 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 10.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fairholme Focused Income Fund | 10.25% | — | Dec 2009 | FINS vs FOCIX | |
| Pioneer ILS Interval Fund | 9.42% | — | Dec 2014 | FINS vs XILSX | |
| RiverNorth Capital and Income Fund | 7.50% | — | — | FINS vs RSF | |
| Fidelity Capital & Income Fund | 6.80% | — | Nov 1977 | FINS vs FAGIX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.24% | — | Oct 2018 | FINS vs FIQTX |
Lowest Volatility Alternatives to FINS
FINS has 8.17% 1-year volatility. There are 188 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | 0.84% | — | Sep 2010 | FINS vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.85% | — | Mar 2019 | FINS vs CCLFX | |
| Chartwell Short Duration High Yield Fund | 1.49% | — | Jul 2014 | FINS vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.63% | — | Oct 2012 | FINS vs SCFIX | |
| Osterweis Strategic Income Fund | 1.69% | — | Aug 2002 | FINS vs OSTIX |
Lowest Drawdown Alternatives to FINS
FINS has a 1-year max drawdown of -5.64%. There are 183 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 | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | FINS vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | FINS vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | FINS vs XILSX | |
| 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 |
Often Compared With FINS
Investors most often compare FINS with FSHNX, FAHCX, PRFRX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Series High Income Fund | High Yield Bonds | 95 | 3.19% | — | Mar 2011 | FINS vs FSHNX | |
| Fidelity Advisor High Income Advantage Fund Class ... | High Yield Bonds | 83 | 6.18% | — | Jul 1995 | FINS vs FAHCX | |
| T. Rowe Price Floating Rate Fund | High Yield Bonds | 91 | 1.95% | — | Jul 2011 | FINS vs PRFRX | |
| Fidelity Advisor High Income Advantage Fund Class ... | High Yield Bonds | 82 | 5.98% | — | Jan 1987 | FINS vs FAHYX | |
| PGIM High Yield Bond Fund | High Yield Bonds | 2 | -7.78% | — | Apr 2012 | FINS vs ISD | |
| American Beacon SiM High Yield Opportunities Fund ... | High Yield Bonds | 97 | 2.47% | — | Feb 2011 | FINS vs SHOYX | |
| Nuveen Global High Income Fund | High Yield Bonds | 11 | 5.00% | — | Nov 2014 | FINS vs JGH |
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