Angel Oak Financials Income Impact Ins
Atlanta, Georgia 30305
One Buckhead Plaza, 3060 Peachtree Road NW, Suite 500
Angel Oak Funds Trust
管理資訊
,自 2020年1月5日 起的牽頭經辦人
Kevin is a Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Financials Income Fund and the Dynamic Financial Strategies Income Term Trust.
Kevin previously served as the Chief Investment Officer for Parks Capital Management, LLC, which specialized in community bank long/short equity investing, and also served as a subadvisor to the Financials Income Fund’s long-only, small-cap equity allocation from July 2018 to December 2019. Prior to launching Parks Capital Management, Kevin was an Analyst at Hildene Capital Management from 2009 until 2015, where he analyzed structured products such as TruPS CDOs and CLOs and helped maintain the infrastructure by monitoring the underlying collateral of the structured products. He also analyzed some of Hildene’s niche investments in TARP, single-name distressed TruPS, and microcap bank equities.
Kevin graduated summa cum laude from Syracuse University and holds a B.S. degree in Finance with a minor in Public Communications, as well as an M.B.A from New York University’s Stern School of Business with a concentration in Law & Business and Entrepreneurship. Kevin serves on the board of directors of Tuesday’s Children, a charity that provides programs and services to all those directly impacted by the events of September 11, 2001.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Short-Term Bond
基金家族Angel Oak
淨資產54.49M
本年度至今日回報3.28%
收益率5.19%
晨星評級★
成立日期2014年11月2日
基金運作
上次股息0.13
上次資本增益-91.00
持股週轉率無
組別平均無
費用與支出
支出ANFIX類別平均
年報支出比率 (淨值)0.95%0.68%
招股書淨支出比率0.95%無
招股書總支出比率1.44%無
最高 12b1 費用無無
最高首次認購費無2.59%
最高遞延銷售費用無1.12%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
