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Upturn AI SWOT - About
Angel Oak UltraShort Income ETF (UYLD)
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Upturn Advisory Summary
03/24/2025: UYLD (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 13.43% | Avg. Invested days 507 | 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 03/24/2025 |
Key Highlights
Volume (30-day avg) 89732 | Beta - | 52 Weeks Range 48.04 - 51.16 | Updated Date 04/2/2025 |
52 Weeks Range 48.04 - 51.16 | Updated Date 04/2/2025 |
Upturn AI SWOT
Angel Oak UltraShort Income ETF
ETF Overview
Overview
The Angel Oak UltraShort Income ETF (ANGL) is an actively managed ETF focused on generating current income while maintaining a very short duration. It invests primarily in investment-grade and below-investment-grade corporate bonds and other fixed-income securities.
Reputation and Reliability
Angel Oak Capital Advisors is a well-regarded investment management firm specializing in fixed-income securities. They have a solid track record in managing credit-focused strategies.
Management Expertise
The management team possesses extensive experience in credit analysis, portfolio management, and fixed-income markets.
Investment Objective
Goal
To seek current income while maintaining a focus on capital preservation.
Investment Approach and Strategy
Strategy: Actively managed portfolio of primarily investment-grade and below-investment-grade corporate bonds and other fixed-income securities with very short maturities.
Composition The ETF holds a diversified portfolio of corporate bonds, asset-backed securities, and other fixed-income instruments.
Market Position
Market Share: Market share within the ultra-short bond ETF category is competitive.
Total Net Assets (AUM): 1645000000
Competitors
Key Competitors
- PIMCO Enhanced Short Maturity Active ETF (MINT)
- Invesco Ultra Short Duration ETF (GSY)
- SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)
Competitive Landscape
The ultra-short bond ETF market is crowded, with several large players. ANGL differentiates itself through its active management and focus on higher-yielding securities. MINT has a much larger AUM, making it more liquid. GSY has lower credit risk, focusing on securities with better credit rating.
Financial Performance
Historical Performance: Historical performance will vary with interest rates and credit spreads. A performance array would require updating periodically.
Benchmark Comparison: The ETF is compared against short-term bond indices, such as the ICE BofA 1-3 Year US Corporate Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The ETF has a moderate average trading volume, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Changes in interest rates, credit spreads, and overall economic conditions significantly impact the ETF. Factors such as Fed policy and inflation influence the performance of this ETF.
Growth Trajectory
The ETF's growth depends on its ability to deliver consistent returns relative to its peers and attract investor capital. AUM has grown significantly in recent years.
Moat and Competitive Advantages
Competitive Edge
ANGL's competitive advantage lies in its active management team's ability to identify and select undervalued fixed-income securities. The ETF aims to deliver higher yields compared to passive ultra-short bond ETFs. Their expertise in credit analysis allows them to navigate the complexities of the corporate bond market. However, the ETF's higher yield comes with slightly higher credit risk relative to some of its peers.
Risk Analysis
Volatility
ANGL exhibits relatively low volatility due to its short duration and focus on capital preservation.
Market Risk
The primary risks include credit risk (the risk of default) and interest rate risk (though mitigated by the short duration).
Investor Profile
Ideal Investor Profile
The ETF is suited for investors seeking current income with a low risk tolerance and a short investment horizon.
Market Risk
ANGL is most suitable for investors looking for a conservative investment option to park cash or generate income.
Summary
The Angel Oak UltraShort Income ETF (ANGL) is an actively managed ETF aiming for current income through short-duration fixed-income securities. It focuses on both investment-grade and below-investment-grade corporate bonds, which can lead to a higher yield than purely investment-grade options but with a slightly higher credit risk. The ETF is a suitable option for investors seeking a low-volatility income stream. Its active management differentiates it from passive ultra-short bond ETFs, potentially leading to improved returns, but depends on the managers' skill.
Similar Companies
GSY
Invesco Ultra Short Duration ETF
GSY
Invesco Ultra Short Duration ETF
JPST
JPMorgan Ultra-Short Income ETF
JPST
JPMorgan Ultra-Short Income ETF
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
Sources and Disclaimers
Data Sources:
- Angel Oak Capital Advisors Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor. 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 UltraShort Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In pursuing its investment objective, the fund will, under normal circumstances, invest in securities which cause the fund to have a dollar-weighted average maturity of less than two years and a dollar-weighted average duration of less than one year. It may invest up to 25% of its net assets in CLOs. The fund may invest in other investment companies, including closed-end investment companies and open-end investment companies, which may operate as traditional mutual funds, ETFs or BDCs. It is non-diversified.
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