Angel Oak Financial Strategies Income Term Trust (FINS)
12.93
-0.12
(-0.89%)
USD |
NYSE |
Dec 19, 16:00
12.96
+0.02
(+0.19%)
After-Hours: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 3.99% | -7.58% | -- | 72392.27 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| -- | 16.00% | -- | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks current income with a secondary objective of total return. The Fund, under normal circumstances, primarily invests in debt issued by financial institutions, including subordinated debt, unrated debt, senior debt and high yield securities, focusing on those in the US community bank sector. |
| General | |
| Security Type | Closed-End Fund |
| Equity Style | -- |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Global Peer Group | Bond USD Corporates |
| Peer Group | Corporate BBB-Rated Debt Funds(Leveraged) |
| Global Macro | Bond Corporates |
| US Macro | General Domestic Taxable Fixed Income Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Corporate Debt Funds BBB-Rated |
| Fund Owner Firm Name | Angel Oak Funds |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of December 20, 2025.
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | -25.40% |
| Stock | 3.63% |
| Bond | 114.4% |
| Convertible | 0.00% |
| Preferred | 5.29% |
| Other | 2.03% |
Basic Info
| Investment Strategy | |
| The Fund seeks current income with a secondary objective of total return. The Fund, under normal circumstances, primarily invests in debt issued by financial institutions, including subordinated debt, unrated debt, senior debt and high yield securities, focusing on those in the US community bank sector. |
| General | |
| Security Type | Closed-End Fund |
| Equity Style | -- |
| Broad Asset Class | Taxable Bond |
| Broad Category | Fixed Income |
| Global Peer Group | Bond USD Corporates |
| Peer Group | Corporate BBB-Rated Debt Funds(Leveraged) |
| Global Macro | Bond Corporates |
| US Macro | General Domestic Taxable Fixed Income Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Corporate Debt Funds BBB-Rated |
| Fund Owner Firm Name | Angel Oak Funds |
| Broad Asset Class Benchmark Index | |
| ^BBUSATR | 100.0% |