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Upturn AI SWOT - About
Angel Oak Income ETF (CARY)
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Upturn Advisory Summary
03/27/2025: CARY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 12.18% | Avg. Invested days 80 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 96853 | Beta - | 52 Weeks Range 18.98 - 21.11 | Updated Date 03/27/2025 |
52 Weeks Range 18.98 - 21.11 | Updated Date 03/27/2025 |
Upturn AI SWOT
Angel Oak Income ETF
ETF Overview
Overview
The Angel Oak Income ETF (ANGL) is an actively managed fixed income ETF focused on investing in a diversified portfolio of US-based credit assets, primarily targeting non-investment grade corporate bonds and other income-producing securities.
Reputation and Reliability
Angel Oak Capital Advisors is a specialist fixed income investment manager with a focus on structured credit and alternative credit strategies.
Management Expertise
Angel Oak Capital Advisors has a dedicated team of experienced fixed income professionals specializing in credit analysis, portfolio management, and risk management.
Investment Objective
Goal
Seeks to provide current income.
Investment Approach and Strategy
Strategy: Actively managed, focusing on credit selection and duration management within the fixed income universe.
Composition Primarily invests in corporate bonds, mortgage-backed securities, asset-backed securities, and other credit-related instruments.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 169377321.21
Competitors
Key Competitors
- PGHY
- HYLB
- HYS
Competitive Landscape
The high yield bond ETF market is competitive. ANGL differentiates itself through its active management and specific credit selection process. Competitors offer passive exposure to broader high yield indices. ANGL's active management may provide opportunities for outperformance but also introduces manager risk.
Financial Performance
Historical Performance: Historical performance data not available in the requested format.
Benchmark Comparison: Benchmark comparison data not available in the requested format.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
ANGL's average trading volume indicates sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for ANGL is generally tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, credit spreads, and overall market sentiment influence ANGL's performance.
Growth Trajectory
ANGL's growth is dependent on its ability to generate attractive risk-adjusted returns in the fixed income market. Strategy changes depend on market conditions and management's outlook.
Moat and Competitive Advantages
Competitive Edge
ANGL's active management and specialized focus on credit selection provide a competitive advantage over passive high yield ETFs. Angel Oak's expertise in the fixed income market allows for targeted investments in potentially undervalued credit assets. The fund's ability to navigate complex credit markets and identify opportunities for income generation sets it apart. This approach may lead to superior risk-adjusted returns compared to passive strategies during certain market cycles.
Risk Analysis
Volatility
ANGL's volatility is influenced by the credit quality of its holdings and overall market conditions.
Market Risk
Market risk includes interest rate risk, credit risk, and liquidity risk associated with the underlying fixed income securities.
Investor Profile
Ideal Investor Profile
Income-seeking investors, those comfortable with credit risk, and those seeking diversification within their fixed income portfolio.
Market Risk
Suitable for long-term investors seeking income, with a tolerance for moderate to high credit risk.
Summary
The Angel Oak Income ETF is an actively managed fixed income fund that aims to provide current income through investments in US-based credit assets. Its active management offers a potential advantage through strategic credit selection and duration management, which could generate superior risk-adjusted returns. ANGL is suitable for investors seeking income and diversification within their fixed income allocation but should be aware of the inherent credit risks. The fund's performance is dependent on management's ability to navigate credit markets effectively and capitalize on opportunities. However, it has a slightly higher expense ratio than passive funds.
Similar Companies
- HYG
- JNK
- SPHY
- VWEHX
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheet
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Angel Oak Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in agency and non-agency RMBS, CMBS, CLOs, CDOs, CMOs, CBOs, ABS, including securities or securitizations backed by assets such as unsecured consumer loans, credit card receivables, student loans, automobile loans, loans financing solar energy systems, and residential and commercial real estate, and other debt securitizations; mortgage loans, secured and unsecured consumer loans, commercial loans and pools of such loans; corporate debt; and U.S. Treasury and U.S. government agency securities. It is non-diversified.
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