Angel Oak Funds Trust
About this Fund
Angel Oak Funds Trust is a renowned mutual fund company that specializes in providing a diverse range of investment solutions to cater to the varied needs of its clients, leveraging its expertise in asset management to deliver exceptional results. As a trusted name in the financial industry, Angel Oak Funds Trust offers a broad spectrum of mutual funds, including equity, debt, and hybrid funds, each carefully designed to meet the unique objectives and risk tolerance of its investors. With a strong focus on wealth management, the company's experienced team of investment professionals works closely with clients to create personalized portfolios that align with their long-term financial goals, whether it's growth, income, or capital preservation. For investors seeking a disciplined and systematic approach to investing, Angel Oak Funds Trust also provides the option of Systematic Investment Plans (SIPs), allowing them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility and timing risks. By combining a deep understanding of the markets with a commitment to transparency and accountability, Angel Oak Funds Trust has established itself as a reliable partner for investors seeking to navigate the complexities of the financial landscape. The company's key strengths lie in its ability to balance risk and reward, its rigorous research and due diligence process, and its unwavering dedication to delivering superior investment performance, all of which have contributed to its reputation as a trusted and respected player in the mutual fund industry. As a result, investors from diverse backgrounds and with varying investment horizons have come to trust Angel Oak Funds Trust for its expertise, integrity, and unrelenting passion for helping them achieve their financial aspirations, making it an ideal choice for those seeking a dependable and knowledgeable guide to the world of mutual funds and investment management. With its comprehensive suite of investment products and services, Angel Oak Funds Trust is well-positioned to meet the evolving needs of its clients, providing them with the tools, resources, and support necessary to build and maintain a robust and resilient investment portfolio, one that is tailored to their individual circumstances and objectives, and designed to help them succeed in an ever-changing investment landscape. By prioritizing the needs of its investors and consistently demonstrating its ability to adapt to shifting market conditions, Angel Oak Funds Trust has earned a reputation as a leader in the mutual fund industry, one that is committed to fostering long-term relationships with its clients and helping them achieve their full financial potential.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | MFA MFA FINANCIAL INC Since 2026-05-10 | 55272X508 | Equity (Preferred) |
0.05%
|
$1.23 | 52,942 |
| 2 | MRP MILLROSE PROPERTIES INC Since 2026-05-10 | 601137AA0 | Debt |
0.04%
|
$1.06 | 1,040,000 |
| 3 | MOH MOLINA HEALTHCARE INC Since 2026-05-10 | 60855RAM2 | Debt |
0.04%
|
$1.05 | 1,040,000 |
| 4 | RWT Redwood Trust Inc Since 2026-05-10 | 758075402 | Equity (Common) |
0.05%
|
$1.31 | 238,507 |
| 5 | STWD STARWOOD PROPERTY TRUST Since 2026-05-10 | 85571BBG9 | Debt |
0.04%
|
$1.06 | 1,050,000 |
| 6 | XPO XPO INC Since 2026-05-10 | 98379KAB8 | Debt |
0.01%
|
$0.26 | 250,000 |
| 7 | CVI CVR ENERGY INC Since 2026-05-10 | 12662PAJ7 | Debt |
0.08%
|
$2.20 | 2,215,000 |
| 8 | DVA DAVITA INC Since 2026-05-10 | 23918KAW8 | Debt |
0.06%
|
$1.57 | 1,520,000 |
| 9 | FNWB FIRST NORTHWEST BANCORP Since 2026-05-10 | 335834AC1 | Debt |
0.05%
|
$1.21 | 1,500,000 |
| 10 | AGNC AGNC INVESTMENT CORP Since 2026-05-10 | 00123Q807 | Equity (Preferred) |
0.06%
|
$1.70 | 66,529 |
| 11 | AMKR AMKOR TECHNOLOGY INC Since 2026-05-10 | 031652BL3 | Debt |
0.04%
|
$1.06 | 1,040,000 |
| 12 | NLY Annaly Capital Management Inc Since 2026-05-10 | 035710839 | Equity (Common) |
0.07%
|
$1.95 | 84,833 |
| 13 | CLF CLEVELAND-CLIFFS INC Since 2026-05-10 | 18589GAA3 | Debt |
0.08%
|
$2.15 | 2,050,000 |
| 14 | DX DYNEX CAPITAL INC Since 2026-05-10 | 26817Q878 | Equity (Preferred) |
0.17%
|
$4.49 | 173,425 |
| 15 | ECPG ENCORE CAPITAL GROUP INC Since 2026-05-10 | 292554AS1 | Debt |
0.04%
|
$1.05 | 1,040,000 |
| 16 | EFXT ENERFLEX INC Since 2026-05-10 | 29281WAA6 | Debt |
0.04%
|
$1.06 | 1,030,000 |
| 17 | COHR COHERENT CORP Since 2026-05-10 | 902104AC2 | Debt |
0.07%
|
$1.89 | 1,900,000 |
| 18 | SXC SUNCOKE ENERGY INC Since 2026-05-10 | 86722AAD5 | Debt |
0.09%
|
$2.41 | 2,550,000 |
| 19 | BLDR BUILDERS FIRSTSOURCE INC Since 2026-05-10 | 12008RAT4 | Debt |
0.08%
|
$2.11 | 2,010,000 |
| 20 | CACI CACI INTERNATIONAL INC Since 2026-05-10 | 127190AE6 | Debt |
0.03%
|
$0.73 | 700,000 |
| 21 | CENX CENTURY ALUMINUM COMPANY Since 2026-05-10 | 156431AS7 | Debt |
0.04%
|
$1.07 | 1,030,000 |
| 22 | AXON AXON ENTERPRISE INC Since 2026-05-10 | 05464CAD3 | Debt |
0.05%
|
$1.24 | 1,200,000 |
| 23 | BGS B&G FOODS INC Since 2026-05-10 | 05508WAC9 | Debt |
0.01%
|
$0.37 | 390,000 |
| 24 | GTN-A GRAY MEDIA INC Since 2026-05-10 | 389286AA3 | Debt |
0.08%
|
$2.18 | 2,930,000 |
| 25 | GEN GEN DIGITAL INC Since 2026-05-10 | 668771AM0 | Debt |
0.04%
|
$1.04 | 1,030,000 |
| 26 | CARS CARS.COM INC Since 2026-05-10 | 14575EAA3 | Debt |
0.08%
|
$2.10 | 2,100,000 |
| 27 | WD WALKER & DUNLOP INC Since 2026-05-10 | 93148PAA0 | Debt |
0.04%
|
$1.05 | 1,020,000 |
| 28 | VTOL BRISTOW GROUP INC Since 2026-05-10 | 11040GAB9 | Debt |
0.01%
|
$0.25 | 250,000 |
| 29 | EZPW EZCORP INC Since 2026-05-10 | 302301AJ5 | Debt |
0.06%
|
$1.58 | 1,480,000 |
| 30 | KGS KODIAK GAS SERVICES LLC Since 2026-05-10 | 50012LAD6 | Debt |
0.04%
|
$1.05 | 1,030,000 |
| 31 | CRK COMSTOCK RESOURCES INC Since 2026-05-10 | 205768AT1 | Debt |
0.07%
|
$1.91 | 1,960,000 |
| 32 | EFC Ellington Financial Inc Since 2026-05-10 | 28852N109 | Equity (Common) |
0.05%
|
$1.33 | 103,500 |
| 33 | NRG NRG ENERGY INC Since 2026-05-10 | 629377CX8 | Debt |
0.08%
|
$2.12 | 2,060,000 |
| 34 | LAD LITHIA MOTORS INC Since 2026-05-10 | 536797AG8 | Debt |
0.05%
|
$1.26 | 1,300,000 |
| 35 | NWL NEWELL BRANDS INC Since 2026-05-10 | 651229BG0 | Debt |
0.04%
|
$1.06 | 1,010,000 |
| 36 | PRAA PRA GROUP INC Since 2026-05-10 | 69354NAD8 | Debt |
0.06%
|
$1.47 | 1,600,000 |
| 37 | PHIN PHINIA INC Since 2026-05-10 | 71880KAA9 | Debt |
0.02%
|
$0.41 | 400,000 |
| 38 | PHIN PHINIA INC Since 2026-05-10 | 71880KAB7 | Debt |
0.02%
|
$0.62 | 600,000 |
| 39 | POST POST HOLDINGS INC Since 2026-05-10 | 737446AV6 | Debt |
0.08%
|
$2.11 | 2,090,000 |
| 40 | FRST PRIMIS FINANCIAL CORP Since 2026-05-10 | 843395AA2 | Debt |
0.04%
|
$1.00 | 1,000,000 |