Angel Oak Income ETF: High Yield, Low Volatility

Instructions

This article explores the Angel Oak Income ETF (CARY), an actively managed multisector bond fund designed to provide investors with high income and superior risk-adjusted returns. The analysis delves into its key features, performance metrics, and strategic allocations that contribute to its competitive edge in the bond market.

Discover Stable Returns and High Income with CARY

Overview of the Angel Oak Income ETF

The Angel Oak Income ETF (CARY) is an actively managed multisector bond fund that commenced operations on November 7, 2022. It targets a trailing 12-month yield of 5.97% and a 30-day SEC yield. The fund's primary objective is to offer attractive income while managing risk effectively.

Performance and Risk Management Strategies

CARY has consistently demonstrated strong risk-adjusted returns, surpassing its benchmark, BND, and other significant competitors. This performance is attributed to its active management approach, which allows for dynamic adjustments to market conditions. The fund maintains a balanced risk profile by allocating 56.7% of its assets to investment-grade bonds and managing an effective duration of approximately four years, thereby mitigating both interest rate and credit risks.

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