Angel Oak Financial Strats Income Term (FINS)
12.36
-0.03
(-0.24%)
USD |
NYSE |
Apr 22, 16:00
12.42
+0.06
(+0.49%)
Pre-Market: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 3.92% | -9.78% | 343.36M | 37253.40 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 5.67% | 5.00% | -- | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks current income with a secondary objective of total return. l circumstances, the Fund will invest at least 80% of the value of its net assets plus the amount of any borrowings for investment purposes in securities of U.S. and non-U.S. financial institutions. The Fund will, under normal circumstances, invest at least 50% of its debt investments in debt investments rated investment grade by Standard & Poor’s Ratings Services (“S&P”) or of equivalent quality rating by another Nationally Recognized Statistical Ratings Organization. |
| General | |
| Security Type | Closed-End Fund |
| Equity Style | Small Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Category Name | Corporate Bond |
| Category Index | Bloomberg US Corp Bond TR USD |
| Global Category Name | US Fixed Income |
| YCharts Categorization | US Fixed Income |
| YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
| Prospectus Objective | Income |
| Fund Owner Firm Name | Angel Oak |
| Prospectus Benchmark Index | |
| Bloomberg US Agg Bond TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |
| Manager Tenure | |
| Johannes Palsson | 4.85 yrs |
| Sreeniwas (Sreeni) Prabhu | 4.85 yrs |
| Cheryl Pate | 4.82 yrs |
Performance Versus Category
As of April 22, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 22, 2024.
Basic Info
| Investment Strategy | |
| The Fund seeks current income with a secondary objective of total return. l circumstances, the Fund will invest at least 80% of the value of its net assets plus the amount of any borrowings for investment purposes in securities of U.S. and non-U.S. financial institutions. The Fund will, under normal circumstances, invest at least 50% of its debt investments in debt investments rated investment grade by Standard & Poor’s Ratings Services (“S&P”) or of equivalent quality rating by another Nationally Recognized Statistical Ratings Organization. |
| General | |
| Security Type | Closed-End Fund |
| Equity Style | Small Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Category Name | Corporate Bond |
| Category Index | Bloomberg US Corp Bond TR USD |
| Global Category Name | US Fixed Income |
| YCharts Categorization | US Fixed Income |
| YCharts Benchmark | Bloomberg US Aggregate (^BBUSATR) |
| Prospectus Objective | Income |
| Fund Owner Firm Name | Angel Oak |
| Prospectus Benchmark Index | |
| Bloomberg US Agg Bond TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |
| Manager Tenure | |
| Johannes Palsson | 4.85 yrs |
| Sreeniwas (Sreeni) Prabhu | 4.85 yrs |
| Cheryl Pate | 4.82 yrs |