Angel Oak UltraShort Income A
Atlanta, Georgia 30305
One Buckhead Plaza, 3060 Peachtree Road NW, Suite 500
Angel Oak Funds Trust
管理資訊
,自 2018年4月1日 起的牽頭經辦人
Colin is a Senior Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the High Yield Opportunities Fund, the Multi-Strategy Income Fund, the Strategic Credit Fund, the Total Return Bond Fund, the UltraShort Income Fund, the Multi-Strategy Income UCITS Fund, and the Strategic Mortgage Income Fund. He is also a Portfolio Manager of two ETFs, the Income ETF and the UltraShort Income ETF. Colin focuses on security and portfolio analytics and is responsible for building and managing strategies within the residential mortgage-backed securities market.
Colin serves as a voting member of the firm’s public funds Investment Committee. He is also a speaker on many of the firm’s quarterly calls for both its private and public funds.
Prior to Angel Oak, Colin worked for an Atlanta-based boutique investment firm where he was responsible for the acquisition and management of their distressed debt portfolio, as well as the development of their proprietary financial technology platform. Previously, Colin worked in the Real Estate Capital Markets group for Wachovia Bank and Wells Fargo where he focused on risk management for their commercial real estate REPO lines.
Colin holds B.B.A. degrees in Banking & Finance and Real Estate from the Terry College of Business at the University of Georgia.
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Ultrashort Bond
基金家族Angel Oak
淨資產437.3M
本年度至今日回報2.22%
收益率4.51%
晨星評級★★
成立日期2018年4月29日
基金運作
上次股息0.15
上次資本增益-13.00
持股週轉率無
組別平均無
費用與支出
支出AOUAX類別平均
年報支出比率 (淨值)0.60%0.44%
招股書淨支出比率0.60%無
招股書總支出比率0.79%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1.21%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
