Angel Oak Income ETF (CARY) Research

The Angel Oak Income ETF (Fund) aims to identify the most advantageous risk-adjusted prospects within the fixed income sphere, with the dual objective of generating reliable income and achieving capital growth. Its investment team employs a two-pronged strategy: starting with a high-level, "top-down" analysis to uncover market segments offering relative value, then proceeding with a detailed "bottom-up" assessment to select specific credit instruments. A significant portion of the Fund's portfolio will be concentrated in specialized debt securities, specifically residential mortgage-backed securities (RMBS), asset-backed securities (ABS), commercial mortgage-backed securities (CMBS), and collateralized loan obligations (CLOs). Moreover, the managers maintain the flexibility to strategically deploy capital across a broad spectrum of credit and issuer types, capitalizing on attractive relative value opportunities within the structured credit market.

Market snapshot

Symbol
CARY
Price
$20.83
Day change
+0.12%
Market cap
$1.2B
52-week range
20.65-21.545
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • iShares Core 30/70 Conservative Allocation ETF (AOK)
  • Avantis Real Estate ETF (AVRE)
  • Xtrackers MSCI Europe Hedged Equity ETF (DBEU)
  • First Trust STOXX European Select Dividend Index Fund (FDD)
  • First Trust Developed Markets ex-US AlphaDEX Fund (FDT)
  • First Trust Long Duration Opportunities ETF (LGOV)
  • PIMCO Senior Loan Active Exchange-Traded Fund (LONZ)
  • Opus Small Cap Value ETF (OSCV)

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