Angel Oak Income ETF
CARY
Market cap $297M

21.14 USD

-0.03

0.14%

At close Oct 3, 4:00 PM EDT

1 day

-0.14%

5 days

-0.42%

1 month

0.38%

3 months

2.62%

6 months

3.27%

Year to date

3.37%

1 year

6.02%

5 years

5.49%

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

28% more capital invested

Capital invested by funds: $154M [Q1] → $197M (+$43M) [Q2]

25% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 5 (+1) [Q2]

12% more funds holding

Funds holding: 26 [Q1] → 29 (+3) [Q2]

2.71% more ownership

Funds ownership: 91.99% [Q1] → 94.7% (+2.71%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for CARY.

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Financial journalist opinion

CARY: MBS Fund From Angel Oak, 6.4% Yield

Angel Oak Income ETF offers investors exposure to mortgage-backed securities (MBS) with a focus on both agency and non-agency bonds. The fund benefits from a duration of 4.3 years, making it well-positioned to capitalize on declining interest rates. While CARY has delivered strong performance, investors should be aware of interest rate and liquidity risks.

CARY: MBS Fund From Angel Oak, 6.4% Yield

Most Undervalued Asset Classes, Equity Industries, Segments, And Regions - 2H2024

Undervalued industries, regions, and equity market segments offer investors the potential for strong, market-beating returns. There are ETFs tracking most of these. An overview of the cheapest sectors, and ETFs tracking these, follows.

Most Undervalued Asset Classes, Equity Industries, Segments, And Regions - 2H2024

CARY: Promising Performance Potential

Angel Oak Income ETF is an actively managed fund that focuses on credit risk in the fixed income markets. The CARY fund has a diversified portfolio with a mix of holdings and a relatively low duration, making it less volatile. CARY outperforms the Vanguard Total Bond Market Index Fund ETF and offers a promising income play with a 30-Day SEC Yield of 6.03%.

CARY: Promising Performance Potential

3 Investment-Grade ETF Buys, With Yields Up To 8.0%

Investment-grade bonds offer investors strong yields with low credit risk. A couple of ETFs offer exposure to these securities with some added benefits, including potential tax advantages and above-average yields. JBBB, CARY, and BOXX look like particularly strong ETFs in this space. A quick overview of these follows.

3 Investment-Grade ETF Buys, With Yields Up To 8.0%

CARY: Strong Investment-Grade ETF, Above-Average 6.2% Yield And Performance

CARY is a lesser-known income ETF that primarily invests in short-term investment-grade bonds. CARY offers a diversified portfolio, a high dividend yield of 6.4%, and a strong track record of performance. The fund yields more than its peers, with stronger total returns as well.

CARY: Strong Investment-Grade ETF, Above-Average 6.2% Yield And Performance

Higher-Yield ETFs By Asset Class

ETFs offer investors diversified exposure to different asset classes, including U.S. and international equities, fixed-rate and variable rate bonds. Within each market sub-segment some ETFs offer particularly compelling yields. A short, curated overview of some of these ETFs follows. Yields range from 5% - 10%.

Higher-Yield ETFs By Asset Class

Angel Oak Capital Advisors Continues Success With ETF Platform as Angel Oak Income ETF Crosses $100 Million in Assets Under Management

ATLANTA--(BUSINESS WIRE)---- $CARY--Angel Oak Capital Advisors announces the Angel Oak Income ETF (NYSE: CARY) has crossed $100 million in assets under management.

Angel Oak Capital Advisors Continues Success With ETF Platform as Angel Oak Income ETF Crosses $100 Million in Assets Under Management

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