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 High Yield Opportunity Fund Inc | 0.02% | — | Jul 2010 | FINS vs HYI | |
| 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 | |
| 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 27. There are 173 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 | |
| Fidelity Series High Income Fund | 97 | — | Mar 2011 | FINS vs FSHNX | |
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | FINS vs CWFIX |
Top Performing FINS Alternatives (YTD)
FINS is at 1.52% YTD. There are 120 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Capital & Income Fund | 8.43% | — | Nov 1977 | FINS vs FAGIX | |
| Pioneer ILS Interval Fund | 7.97% | — | Dec 2014 | FINS vs XILSX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.64% | — | Oct 2018 | FINS vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.59% | — | Jul 1995 | FINS vs FAHCX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.52% | — | Jan 1987 | FINS vs FAHYX |
Lowest Volatility Alternatives to FINS
FINS has 8.27% 1-year volatility. There are 189 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | FINS vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | FINS vs RPHIX | |
| 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 184 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 FOCIX, ISD, RSF. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fairholme Focused Income Fund | High Yield Bonds | 41 | 7.20% | — | Dec 2009 | FINS vs FOCIX | |
| PGIM High Yield Bond Fund | High Yield Bonds | 4 | -8.15% | — | Apr 2012 | FINS vs ISD | |
| RiverNorth Capital and Income Fund | High Yield Bonds | 35 | 6.49% | — | — | FINS vs RSF | |
| American Beacon SiM High Yield Opportunities Fund ... | High Yield Bonds | 96 | 2.27% | — | Feb 2011 | FINS vs SHOYX |
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