ANGIX

ActiveMin. $1M

Angel Oak Multi-Strategy Income Fund

Category: US Bond (5,386 funds)

Expense Ratio

1.39%

Annual Cost per $10K

$139.00

30-Year Fee Drag per $10K

$24,700

at 7% annual return

Fund Type

Mutual Fund

Active · Min: $1M

Trailing 12-Month

+7.26%

Asset Allocation

US Bond

90%

Intl Bond

Cash

Fee Comparison

ANGIX

1.39%

US Bond average

0.76%

US Bond cheapest

ABIMX

0.00%

Index benchmark

0.03%

83% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+20.65%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

ANGIX at 1.39%$257,111

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$123,501

Cost vs index fund−$120,313

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

Ticker	Name	ER	1yr	3yr	5yr
ANGIX	Angel Oak Multi-Strategy Income Fund	1.39%	+7.26%	+6.46%	+2.40%
JCBPX	JPMorgan Core Bond Fund	1.33%	+3.25%	+3.03%	-0.39%
QCBMFX	College Retirement Equities Fund - Core Bond Account	—	+3.35%	+5.71%	—
VBMFX	VANGUARD TOTAL BOND MARKET INDEX FUND	0.15%	+2.75%	+4.77%	-0.60%
ABNDX	Bond Fund of America	1.04%	+2.69%	+4.64%	-0.29%
VBLTX	VANGUARD LONG-TERM BOND INDEX FUND	—	—	—	—
DOXIX	Dodge & Cox Income Fund	0.33%	+3.47%	+6.64%	—
FBKWX	Fidelity Total Bond Fund	0.75%	+3.99%	+4.27%	+0.57%
BAGSX	Baird Aggregate Bond Fund	0.55%	+2.91%	+5.31%	-0.36%
UINCX	Victory Income Fund	0.84%	+5.93%	+6.54%	+0.81%
JBFRX	Bond Fund	0.46%	+3.37%	+3.61%	-0.09%
ANGLX	Angel Oak Multi-Strategy Income Fund	1.64%	+6.97%	+6.21%	+2.16%
FBNDX	Fidelity Investment Grade Bond Fund	0.75%	+3.44%	+3.44%	-0.20%
PARRX	PIMCO Real Return Fund	0.75%	+4.56%	+5.38%	+1.51%
JCPPX	JPMorgan Core Plus Bond Fund	1.14%	+3.47%	+3.44%	-0.03%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	0.03%	+4.08%	+4.88%	+1.37%
FFRAX	Fidelity Advisor Floating Rate High Income Fund	0.73%	-5.49%	-16.23%	-20.26%
TBIIX	Nuveen Bond Index Fund	0.32%	+2.61%	+4.85%	-0.55%
BIV	VANGUARD INTERMEDIATE-TERM BOND INDEX FUND	0.03%	+3.76%	+5.65%	-0.25%
FBND	Fidelity Total Bond ETF	0.36%	+3.85%	+4.04%	+0.36%
GIBRX	Guggenheim Total Return Bond Fund	0.49%	+4.53%	+6.42%	+0.62%
DDLDX	DoubleLine Low Duration Bond Fund	0.70%	+4.94%	+5.95%	+3.10%
TRVZX	T. Rowe Price New Income Fund, Inc.	0.32%	+3.45%	+2.95%	-0.33%
CCBFX	Capital Group Central Corporate Bond Fund	—	+3.73%	+4.53%	—
AMUSX	U.S. Government Securities Fund	0.65%	+3.55%	+1.78%	-0.67%
HYLS	First Trust Tactical High Yield ETF	1.05%	+7.61%	+8.57%	+3.96%
VWESX	VANGUARD LONG-TERM INVESTMENT-GRADE FUND	0.21%	+5.20%	+7.18%	-2.69%
PCRRX	PIMCO CommodityRealReturn Strategy Fund	1.25%	+10.94%	+4.13%	+12.18%
JGCGX	JPMorgan Income Fund	0.39%	+6.58%	+5.52%	+2.95%
BICAX	Sterling Capital Total Return Bond Fund	0.70%	-19.25%	-5.19%	-6.15%
FSMTX	Fidelity SAI Total Bond Fund	0.29%	+4.17%	+4.37%	+0.79%
JAGBX	Select Bond Trust	0.60%	+2.97%	+5.29%	-0.17%
VPVRRDV	PIMCO Real Return Portfolio	1.07%	+4.33%	+5.29%	+1.59%
MBFAX	Allspring Core Bond Fund	0.65%	+6.07%	+5.62%	+2.12%
FZICX	Fidelity Intermediate Municipal Income Fund	1.41%	-3.46%	-6.03%	-9.81%
IIBAX	VOYA INTERMEDIATE BOND FUND	1.43%	+3.08%	+5.62%	-0.05%
VVBVX	Venerable Strategic Bond Fund	0.80%	+2.33%	—	—
WACSX	Western Asset Core Bond Fund	0.42%	+2.93%	+5.20%	-1.08%
NHCCX	Nuveen High Yield Municipal Bond Fund	1.80%	-0.58%	+4.42%	+1.01%
JAFLX	Janus Henderson Flexible Bond Portfolio$1M min	0.82%	+2.98%	+4.98%	-0.05%
FSMMX	FS Multi-Strategy Alternatives Fund	1.99%	-43.93%	-43.32%	—
UCON	First Trust Smith Unconstrained Bond ETF	0.86%	+5.27%	+5.57%	+2.96%
DDCFX	DoubleLine Core Fixed Income Fund	0.50%	+3.60%	+5.71%	+0.65%
MHYSX	NYLI MacKay High Yield Corporate Bond Fund	0.56%	+6.61%	+8.80%	+5.29%
BIMSX	Baird Intermediate Bond Fund	0.55%	+4.00%	+5.32%	+0.75%
LIGRX	Loomis Sayles Investment Grade Bond Fund	0.74%	+2.71%	+5.88%	+1.31%
TOTL	SPDR DoubleLine Total Return Tactical ETF	0.55%	+3.29%	+5.50%	+0.43%
TBBWX	Nuveen Core Bond Fund	0.29%	+3.39%	+5.98%	+0.51%
SRLN	SPDR Blackstone Senior Loan ETF	0.70%	+7.51%	+8.80%	+5.47%
SCOAX	SIIT CORE FIXED INCOME FUND	0.37%	+3.26%	+3.37%	-0.51%
AHICX	American High-Income Municipal Bond Fund	1.36%	+3.26%	+6.98%	+2.01%
GAKPX	Goldman Sachs Core Fixed Income Fund	1.46%	+3.05%	+5.47%	-0.39%
VCLT	VANGUARD LONG-TERM CORPORATE BOND INDEX FUND	0.06%	+0.56%	+2.96%	-2.60%
BKLN	Invesco Senior Loan ETF	0.65%	+7.19%	+8.20%	+5.50%
QCILFX	College Retirement Equities Fund - Inflation-Linked Bond Account	—	+4.85%	+5.53%	—
PLFLX	Aristotle Floating Rate Income Fund	1.05%	+6.54%	—	—
PLIAX	Aristotle Core Income Fund	0.85%	+3.38%	—	—
FLIBX	American Funds Inflation Linked Bond Fund	0.36%	+5.34%	+1.51%	+0.86%
MWCPX	TCW METWEST UNCONSTRAINED BOND FUND	0.89%	+5.89%	+7.45%	+3.06%
THRLX	Thornburg Limited Term Income Fund	0.42%	+4.73%	+6.19%	+1.96%
MCFVX	Mercer Core Fixed Income Fund	0.64%	—	—	—
AFFMX	American Funds Mortgage Fund	0.68%	+4.14%	+2.79%	+0.23%
BOND	PIMCO Active Bond Exchange-Traded Fund	0.54%	+3.78%	+5.93%	+0.12%
SEATX	TAX-ADVANTAGED INCOME FUND	1.08%	-1.38%	+2.96%	+1.37%
FAJEX	Frost Total Return Bond Fund	0.46%	-22.51%	-20.95%	-23.31%
MXBIX	Empower Bond Index Fund	0.50%	+2.37%	+3.93%	-1.30%
MMHAX	NYLI MacKay High Yield Muni Bond Fund	0.85%	+2.66%	+7.74%	+2.12%
JADFX	Janus Henderson Flexible Bond Fund	0.83%	+2.72%	+4.74%	-0.36%
GGLPX	Goldman Sachs High Yield Municipal Fund	1.59%	-0.06%	+6.12%	+1.96%
FIXD	First Trust Smith Opportunistic Fixed Income ETF	0.65%	+2.83%	+2.67%	-1.00%
thopx	Thompson Bond Fund	0.74%	+8.43%	+7.09%	+5.01%
UASBX	Victory Short-Term Bond Fund	0.47%	+5.45%	+6.10%	+3.14%
FRFTX	Franklin Federal Tax-Free Income Fund	1.19%	+2.69%	+5.71%	+0.66%
SMAMX	ALPS \| Smith Total Return Bond Fund	0.89%	-19.26%	-19.45%	-23.51%
TRKZX	T. Rowe Price High Yield Fund, Inc.	0.60%	+8.32%	+9.55%	+5.47%
DDCPX	Doubleline Shiller Enhanced CAPE	0.49%	+10.54%	+18.25%	+11.67%
TCTRX	Nuveen Short Term Bond Fund	0.62%	+4.41%	+5.18%	+2.29%
TSRRX	Thornburg Strategic Income Fund	0.60%	+4.90%	+6.97%	+3.51%
IORHX	Invesco Rochester Municipal Opportunities Fund	1.17%	-2.67%	+2.61%	+1.19%
MKINX	NYLI MacKay Tax Free Bond Fund	0.77%	+3.86%	+5.52%	+0.96%
SLDAX	SIIT LONG DURATION CREDIT BOND FUND	0.37%	+0.07%	+1.83%	-3.56%
LCROX	Lord Abbett Core Fixed Income Fund	0.30%	+3.62%	+3.40%	-0.19%
MXEWX	Empower Core Strategies: Flexible Bond Fund	0.80%	+3.82%	+2.09%	—
VCFAX	VOYA SECURITIZED CREDIT FUND	1.00%	+6.41%	+7.02%	+4.07%
ICMUX	Intrepid Income Fund$1M min	1.01%	+8.65%	+10.00%	+8.42%
DCFZX	Destinations Core Fixed Income Fund	0.84%	+3.02%	+3.16%	-0.52%
DDJRX	Polen Opportunistic High Yield Fund	1.14%	+5.33%	—	—
NMBAX	Nuveen Intermediate Duration Municipal Bond Fund	1.44%	+2.12%	+4.60%	+1.11%
UIITX	Victory Core Plus Intermediate Bond Fund	0.41%	+6.60%	+6.79%	+1.37%
CRBVX	Catholic Responsible Investments Bond Fund	0.50%	+5.76%	+5.70%	—
TFAIX	T. Rowe Price Floating Rate Fund	0.65%	+7.41%	+8.76%	+6.60%
ITBFX	THE HARTFORD TOTAL RETURN BOND FUND	0.32%	+6.58%	+6.85%	+0.41%
RPIFX	T. Rowe Price Institutional Floating Rate Fund$1M min	0.57%	+7.51%	+8.88%	+6.68%
PYMAX	PIMCO High Yield Municipal Bond Fund	0.86%	+0.38%	+5.88%	+1.89%
BFCAX	American Funds Corporate Bond Fund	1.48%	+2.89%	+3.82%	-0.85%
GILDX	Guggenheim Limited Duration Fund	0.75%	+4.69%	+6.27%	+2.64%
DFCF	Dimensional Core Fixed Income ETF	0.17%	+6.89%	+6.62%	—
HIABX	HARTFORD TOTAL RETURN BOND HLS FUND	0.52%	+2.91%	+6.05%	+0.13%
NVHAX	Nuveen Short Duration High Yield Municipal Bond Fund	1.06%	+1.91%	+4.69%	+3.20%
LTRHX	Lord Abbett Total Return Fund	0.36%	+3.84%	+3.82%	+0.30%
FTKFX	Fidelity Total Bond K6 Fund	0.30%	+3.85%	+4.06%	+0.54%

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