Morningstar

Angel Oak High Yield Opportunities ETF AOHY

Morningstar Medalist Rating
Medalist Rating as of | See Angel Oak Investment Hub

Morningstar’s Analysis AOHY

Will AOHY outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AOHY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AOHY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AOHY’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Angel Oak High Yield Opportunities ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings AOHY

More AOHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs U

3.55 4M
Cash and Equivalents

Venture Global LNG Inc. 9%

2.20 3M
Corporate

Directv Financing LLC/Directv Financing Co-Obligor Inc. 10%

1.43 2M
Corporate

Phoenix Aviation Capital Ltd. 9.25%

1.43 2M
Corporate

First Quantum Minerals Ltd. 7.25%

1.39 2M
Corporate

VT Topco Inc. 8.5%

1.15 1M
Corporate

Owens Brockway Glass Container Inc. 9.5%

1.09 1M
Corporate

Gray Media Inc. 5.38%

0.99 1M
Corporate

OTHER ASSETS AND LIABILITIES

0.97 1M
—

Calumet Specialty Products Partners LP / Calumet Finance Corp 9.75%

0.96 1M
Corporate

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