Angel Oak UltraShort Income Fund Class A1 (AOUNX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.84
0.00 (0.00%)
At close: Jul 8, 2026
Fund Assets659.02M
Expense Ratio0.60%
Min. Investment$1,000
Turnovern/a
Dividend (ttm)0.44
Dividend Yield4.41%
Dividend Growth-12.22%
Payout FrequencyMonthly
Ex-Dividend DateJun 30, 2026
Previous Close9.84
YTD Return1.83%
1-Year Return4.56%
5-Year Returnn/a
52-Week Low9.83
52-Week High9.87
Beta (5Y)n/a
Holdings441
Inception DateJul 12, 2022

About AOUNX

The Angel Oak UltraShort Income Fund Class A1 (AOUNX) seeks to provide current income while seeking to minimize price volatility and maintain liquidity. AOUNX invests in mortgage-backed and other asset-backed fixed income securities, corporate and other debt securities, and collateralized loan obligations and other collateralized debt obligations.

Category Ultrashort Bond
Stock Exchange NASDAQ
Ticker Symbol AOUNX
Share Class Class A1
Index Bloomberg Short Treasury 9-12 Month TR

Performance

AOUNX had a total return of 4.56% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.57%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
AOUIXInstitutional Class0.35%
AOUAXClass A0.60%

Top 10 Holdings

10.44% of assets
NameSymbolWeight
Bain Capital Credit CLO, Limit - Bain Capital Credit CLO 2020-5 LtdBCC.2020-5A ARR1.35%
CIFC Funding Ltd - CIFC Funding 2020-I LtdCIFC.2020-1A A1R1.29%
First American Government Obligations FundFGUXX1.08%
FHLMC Multifamily Structured P - Freddie Mac Multifamily Structured Pass Through CertificatesFHMS.KF99 AS1.05%
FHLMC Multifamily Structured P - Freddie Mac Multifamily Structured Pass Through CertificatesFHMS.KF127 AS1.00%
FHLMC Multifamily Structured P - Freddie Mac Multifamily Structured Pass Through CertificatesFHMS.K-F102 AS1.00%
BLACKROCK LTD - BlackRock DLF X 2025-C CLO LPBLKMM.2025-2A A0.99%
FHLMC Multifamily Structured P - Freddie Mac Multifamily Structured Pass Through CertificatesFHMS.KF134 AS0.98%
Pagaya AI Debt Selection Trust - Pagaya AI Debt Grantor Trust 2025-7PAID.2025-7 A20.87%
BCRED MML CLO 2021-1 LLC - BCRED MML CLO 2022-1 LLCBXCMM.2022-1A A10.83%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Jun 30, 2026$0.03441Jun 30, 2026
May 29, 2026$0.03533May 29, 2026
Apr 30, 2026$0.03425Apr 30, 2026
Mar 31, 2026$0.03408Mar 31, 2026
Feb 27, 2026$0.03078Feb 27, 2026
Jan 30, 2026$0.03063Jan 30, 2026
Full Dividend History