Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.79% 0.06% 713.23M 255397.3
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 77.00% 342.31M Upgrade

Basic Info

Investment Strategy
The Fund seeks current income. The Fund invests primarily in agency and non-agency residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS), collateralized loan obligations (CLOs), collateralized debt obligations (CDOs), collateralized mortgage obligations (CMOs), etc.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Mortgages
Peer Group U.S. Mortgage Funds
Global Macro Bond HC
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective U.S. Mortgage Funds
Fund Owner Firm Name Angel Oak Funds
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
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--
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Total Return (NAV)
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--
--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
8.69%
7.57%
6.93%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
6.72%
-1.50%
12.79%
4.25%
-1.25%
-10.33%
8.30%
4.16%
8.05%
-1.99%
14.05%
9.08%
-1.15%
-16.14%
8.54%
1.68%
9.26%
-6.09%
18.89%
4.65%
14.67%
-19.84%
13.31%
12.23%
11.12%
-28.69%
22.30%
9.78%
0.72%
-22.51%
14.64%
10.43%
14.79%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.23%
Stock 0.01%
Bond 99.84%
Convertible 0.00%
Preferred 0.00%
Other -1.09%
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Basic Info

Investment Strategy
The Fund seeks current income. The Fund invests primarily in agency and non-agency residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS), collateralized loan obligations (CLOs), collateralized debt obligations (CDOs), collateralized mortgage obligations (CMOs), etc.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Mortgages
Peer Group U.S. Mortgage Funds
Global Macro Bond HC
US Macro U.S. Government & Treasury Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective U.S. Mortgage Funds
Fund Owner Firm Name Angel Oak Funds
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
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