Morningstar

Angel Oak High Yield Opportunities ETF AOHY

Morningstar Medalist Rating
Medalist Rating as of | See Angel Oak Investment Hub

Morningstar’s Analysis AOHY

Will AOHY outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AOHY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AOHY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AOHY’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Angel Oak High Yield Opportunities ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AOHY

More AOHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Broad USD High Yield Corp Bd ETF

3.86 4.1 Mil
—

First American Government Obligs U

1.36 1.4 Mil
Cash and Equivalents

Antero Midstream Partners LP / Antero Midstream Finance Corp 5.75%

1.19 1.3 Mil
Corporate

Freedom Mortgage Holdings LLC 9.25%

1.08 1.1 Mil
Corporate

Taseko Mines Limited 8.25%

1.00 1.1 Mil
Corporate

A&D MORTGAGE TRUST 2024-NQM1 8.57%

0.99 1.0 Mil
Securitized

Warrior Met Coal Inc 7.88%

0.99 1.0 Mil
Corporate

Cinemark USA Inc. 7%

0.99 1.0 Mil
Corporate

MORGAN STANLEY RESIDENTIAL MORTGAGE LOAN TRUST 2024-3 6.86%

0.97 1.0 Mil
Securitized

OAKTOWN RE VII LTD 9.68%

0.97 1.0 Mil
Securitized

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