Morningstar

Angel Oak Income ETF CARY

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

Morningstar’s Analysis CARY

Will CARY 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 CARY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CARY 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 CARY’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Angel Oak Income ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CARY

More CARY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs U

7.61 22.5 Mil
Cash and Equivalents

Federal National Mortgage Association 4.5%

3.20 9.4 Mil
Securitized

Government National Mortgage Association 5.5%

2.00 5.9 Mil
Securitized

J P MORGAN MORTGAGE TRUST 2024-8 7.05%

1.71 5.1 Mil
Securitized

Federal National Mortgage Association

1.67 4.9 Mil
Securitized

COLT 2022-7 MORTGAGE LOAN TRUST 6.28%

1.31 3.9 Mil
Securitized

JP MORGAN MORTGAGE TRUST 4.31%

1.27 3.8 Mil
Securitized

Fnma Pass-Thru I 5.5%

1.23 3.6 Mil
Securitized

Government National Mortgage Association 5.5%

1.11 3.3 Mil
Securitized

Silver Point Scf Clo II Ltd

1.02 3.0 Mil
Corporate

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