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Angel Oak Income ETF (CARY)
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Upturn Advisory Summary
11/07/2025: 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 17.24% | Avg. Invested days 90 | 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 11/07/2025 |
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 that seeks to generate income by investing primarily in U.S. mortgage-backed securities (MBS) and other fixed-income instruments. It aims to provide a higher yield than traditional fixed-income investments while managing risk through active security selection and sector allocation.
Reputation and Reliability
Angel Oak Capital Advisors is a reputable investment management firm specializing in mortgage credit and other structured credit investments. They have a long track record in the space.
Management Expertise
The management team has extensive experience in analyzing and managing mortgage-backed securities and other credit-sensitive fixed-income assets.
Investment Objective
Goal
To provide current income.
Investment Approach and Strategy
Strategy: Actively managed, investing primarily in U.S. mortgage-backed securities and other fixed-income instruments.
Composition Primarily mortgage-backed securities, with allocations to other fixed-income assets like corporate bonds and asset-backed securities.
Market Position
Market Share: ANGL has a moderate market share within the actively managed fixed-income ETF space.
Total Net Assets (AUM): 1386220000
Competitors
Key Competitors
- PIMCO Active Bond ETF (BOND)
- DoubleLine Total Return Bond ETF (DLBL)
- SPDR Portfolio Aggregate Bond ETF (SPAB)
Competitive Landscape
The actively managed fixed-income ETF space is competitive, with many established players. ANGL differentiates itself by focusing on mortgage-backed securities. Advantages include potentially higher yield compared to broad market bond ETFs. Disadvantages could be higher credit risk and interest rate sensitivity than other broad market bond ETFs.
Financial Performance
Historical Performance: Historical performance data is not available in this example but can be obtained from financial data providers.
Benchmark Comparison: Benchmark comparison is not available in this example but can be obtained from financial data providers comparing ANGL to its stated benchmark.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF's average trading volume provides an indication of its liquidity and the ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread represents the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and housing market conditions significantly impact ANGL's performance. Changes in monetary policy and credit spreads also affect the ETF.
Growth Trajectory
The growth trajectory of ANGL depends on investor demand for income-oriented investments and the performance of the mortgage-backed securities market. The ETF's strategy may adapt to changing market conditions.
Moat and Competitive Advantages
Competitive Edge
ANGL's competitive edge lies in Angel Oak's expertise in mortgage credit and their ability to actively manage the portfolio to generate higher income. Their specialized knowledge of the MBS market allows them to identify undervalued securities and manage risk effectively. The active management strategy provides flexibility to adjust the portfolio based on changing market conditions. This focus on a specific niche within the fixed-income market can lead to differentiated returns.
Risk Analysis
Volatility
Historical volatility data would be necessary to assess the risk of ANGL.
Market Risk
Risks include interest rate risk, credit risk (particularly related to mortgage-backed securities), and prepayment risk. Changes in the housing market and economic conditions can impact the value of the underlying assets.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking income from their portfolio and willing to accept a moderate level of risk. This ETF is suitable for investors who understand the risks associated with mortgage-backed securities and are comfortable with active management.
Market Risk
ANGL is likely best for long-term investors seeking income, but active traders may also use it to express a view on the mortgage market.
Summary
The Angel Oak Income ETF (ANGL) is an actively managed ETF focused on generating income through mortgage-backed securities. It offers a specialized approach to fixed income investing, leveraging Angel Oak's expertise in the mortgage market. The ETF provides potentially higher yields than traditional bond funds, but also carries higher credit and interest rate risks. It is suitable for income-seeking investors with a moderate risk tolerance who understand the complexities of mortgage-backed securities. Investors should review the ETF's holdings and strategy to ensure it aligns with their investment goals and risk profile.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Angel Oak Capital Advisors Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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.