AOUAX Mutual Fund

AOUAX Mutual Fund (Angel Oak UltraShort Income Fund Class A) is managed by Angel Oak Capital Advisors with $33.3M in net assets. AOUAX expense ratio is 0.60%, holding 458 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2018-04-30.

AOUAX performance shows a YTD return of 2.13%. The 1-year return is 4.40% and the 5-year return is 3.39%. AOUAX dividend yield stands at 4.02%, paid monthly.

AOUAX top holdings include Bain Cap Cr Clo 2020-5Rr Arr, 5.03%, 04/20/34 5.03 2034-04-20 (1.4%), Cifc_20-1A (1.3%), First American Government Obligations Fund (1.1%), Freddie Mac Multifamily Structured Pass Through Certificates (1.1%), Blackrock Clo Series 2025-2A, Class A, Variable Rate, Due 11/21/2033 (1.0%). Go to all AOUAX holdings, AOUAX sectors, or AOUAX dividends.

AOUAX can be compared against other funds. Use AOUAX overlap to find shared positions, or AOUAX vs another fund for a side-by-side view. AOUAX alternatives are available via the screener, along with tax-loss harvesting opportunities.