Angel Oak Multi-Strategy Income Instl (ANGIX)
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Angel Oak Multi-Strategy Income Instl
Atlanta, Georgia 30305
One Buckhead Plaza, 3060 Peachtree Road NW, Suite 500
Angel Oak Funds Trust
Management information
,Lead manager since 30 December 2016
Kin is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Multi-Strategy Income Fund, the Income ETF, the UltraShort Income ETF, and one of the firm’s private funds. He focuses on building and managing strategies within the commercial mortgage-backed securities (CMBS) market and commercial real-estate related investment activities.
Kin began his career in 1993 and most recently served as Executive Director at Nomura Securities International. Previously, he was Head of CMBS Trading for both Mizuho Securities and RBS Greenwich Capital. Kin also worked in CMBS trading with Credit Suisse and Donaldson, Lufkin, & Jenrette.
Kin holds a B.S. degree in Industrial Management and Economics from Carnegie Mellon University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMultisector Bond
Fund familyAngel Oak
Net assets2.68B
YTD return1.81%
Yield5.89%
Morningstar rating★★
Inception date3 Aug 2015
Fund operations
Last dividend0.12
Last cap gain-73.00
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
ExpenseANGIXCategory average
Annual report expense ratio (net)2.54%0.97%
Prospectus net expense ratio2.54%N/A
Prospectus gross expense ratio2.56%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.78%
Max deferred sales loadN/A1.15%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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