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Upturn AI SWOT - About
Angel Oak Income ETF (CARY)
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Upturn Advisory Summary
08/14/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 15.21% | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.35 - 21.16 | Updated Date 06/29/2025 |
52 Weeks Range 19.35 - 21.16 | Updated Date 06/29/2025 |
Upturn AI SWOT
Angel Oak Income ETF
ETF Overview
Overview
The Angel Oak Income ETF (ANGL) is an actively managed ETF focusing on opportunistic credit investments, primarily in non-agency mortgage-backed securities (MBS) and other structured credit assets. It seeks to generate current income and capital appreciation by investing in a diversified portfolio of these securities.
Reputation and Reliability
Angel Oak Capital Advisors is a reputable asset manager specializing in structured credit and fixed-income investments. They have a track record in managing complex credit portfolios.
Management Expertise
The management team has extensive experience in structured credit markets, mortgage-backed securities, and active portfolio management.
Investment Objective
Goal
To generate current income and capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed portfolio of non-agency mortgage-backed securities and other structured credit assets.
Composition Primarily invests in non-agency residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS), asset-backed securities (ABS), and other structured credit investments.
Market Position
Market Share: Data not readily available without live market data feeds. This varies based on specific category segmentation.
Total Net Assets (AUM): 71480000
Competitors
Key Competitors
- JAAA
- BSCQ
- HYLB
Competitive Landscape
The competitive landscape includes ETFs focusing on high-yield bonds, short-term corporate bonds, and other fixed-income strategies. ANGL differentiates itself through its focus on non-agency MBS, offering higher potential yields but also higher risk compared to broad market fixed-income ETFs. Competitors may have lower expense ratios or broader diversification.
Financial Performance
Historical Performance: Data not available in this format. Needs to be manually fetched or parsed from financial data providers.
Benchmark Comparison: Data not available in this format. Comparison requires specific benchmark selection and data retrieval.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume is moderate, which may impact the ease of entering and exiting positions, although it is variable.
Bid-Ask Spread
The bid-ask spread varies based on market conditions and trading volume, influencing the cost of trading the ETF; spread can vary.
Market Dynamics
Market Environment Factors
Interest rate changes, credit spreads, housing market conditions, and regulatory developments can significantly impact ANGL's performance.
Growth Trajectory
Growth is dependent on the performance of the underlying credit markets and Angel Oak's ability to identify and manage high-yielding opportunities. Changes in portfolio composition and investment strategy occur based on market conditions.
Moat and Competitive Advantages
Competitive Edge
ANGL's competitive edge lies in Angel Oak's specialized expertise in non-agency mortgage-backed securities and structured credit. This allows them to potentially identify undervalued assets and generate higher returns. However, this specialization also introduces concentration risk. Their active management approach aims to navigate complex credit markets and enhance returns.
Risk Analysis
Volatility
The ETF's volatility is generally higher than investment-grade bond ETFs due to its exposure to non-agency MBS and other structured credit.
Market Risk
Specific risks include credit risk (default risk of underlying mortgages), interest rate risk, prepayment risk, and liquidity risk in the structured credit market.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking higher current income and willing to accept a higher level of risk compared to traditional bond investments. Sophisticated investors who understand the complexities of structured credit products are most suitable.
Market Risk
More suited for investors seeking income and willing to take moderate risk, rather than passive index followers or short-term traders.
Summary
Angel Oak Income ETF offers exposure to non-agency mortgage-backed securities and structured credit, seeking to generate income and capital appreciation. It is actively managed by Angel Oak, a specialist in these markets. The ETF carries higher risk than traditional bond ETFs due to the nature of its holdings, including potential credit and liquidity risks. Ideal investors are those comfortable with this higher risk profile and seeking enhanced income potential.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Angel Oak Capital Advisors Website
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data is estimated and may vary.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.