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Angel Oak Financials Income Impact Ins ANFIX

Quantitative rating as of
NAV / 1-Day Return
8.18  /  0.13 %
Total Assets
117.5 Mil
Adj. Expense Ratio
0.690%
Expense Ratio
0.850%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
500,000
Status
Open
TTM Yield
4.20%
Effective Duration
2.85 years

Morningstar’s Analysis ANFIX

Will ANFIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Angel Oak Financials Income Impact Ins's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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