AOUAX

Active

Angel Oak UltraShort Income Fund

Category: US Bond (5,386 funds)

Expense Ratio
0.60%
Annual Cost per $10K
$60.00
30-Year Fee Drag per $10K
$11,817
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+5.37%

Asset Allocation

US Bond
79%
Intl Bond
17%
Cash
4%

Fee Comparison

AOUAX
0.60%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

21% cheaper than category average

Historical Returns

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

+18.98%3Y
Compare to

Fee Impact Calculator

$
%
AOUAX at 0.60%$321,528
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$59,085
Cost vs index fund−$55,896

Similar Funds (100)

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

TickerNameER
AOUAXAngel Oak UltraShort Income Fund0.60%
PIINXPIMCO Income Fund1.08%
BCOSXBaird Core Plus Bond Fund0.55%
PTRAXPIMCO Total Return Fund0.76%
CMBKXAmerican Funds Multi-Sector Income Fund0.70%
VWEAXVANGUARD HIGH-YIELD CORPORATE FUND0.22%
VFSTXVANGUARD SHORT-TERM INVESTMENT-GRADE FUND0.07%
BAGSXBaird Aggregate Bond Fund0.55%
VFICXVANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND0.20%
FBKWXFidelity Total Bond Fund0.75%
MRBBXMFS Total Return Bond Fund0.60%
DOXIXDodge & Cox Income Fund0.33%
LGBNXLoomis Sayles Investment Grade Bond Fund0.44%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
GIBRXGuggenheim Total Return Bond Fund0.49%
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND0.06%
BSBSXBaird Short-Term Bond Fund0.55%
ABNDXBond Fund of America1.04%
TSRSXThornburg Strategic Income Fund0.53%
BUBSXBaird Ultra Short Bond Fund0.40%
STYAXAllspring Core Plus Bond Fund0.67%
LDLVXLord Abbett Short Duration Income Fund0.32%
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF0.14%
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND0.06%
VCOBXVANGUARD CORE BOND FUND0.10%
WAPSXWestern Asset Core Plus Bond Fund0.42%
PBFKXVictory Pioneer Bond Fund0.36%
FSMTXFidelity SAI Total Bond Fund0.29%
NERNXLoomis Sayles Core Plus Bond Fund0.39%
JDYRXPGIM High Yield Fund0.74%
BIMSXBaird Intermediate Bond Fund0.55%
TSBBXNuveen Core Impact Bond Fund0.51%
HIGFXAmerican High Income Trust0.32%
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
JSDUXJPMorgan Short Duration Bond Fund0.28%
EIBRXEaton Vance Income Fund of Boston0.66%
IUSBiShares Core Universal USD Bond ETF0.06%
NRSIXNeuberger Berman Strategic Income Fund0.51%
FZOLXFidelity SAI Low Duration Bond Fund0.20%
TRZOXT. Rowe Price Short-Term Bond Fund, Inc.0.31%
VUBFXVANGUARD ULTRA-SHORT-TERM BOND FUND0.20%
FCBAXFidelity Corporate Bond Fund0.77%
FGKNXFranklin Core Plus Bond Fund0.72%
VPVTRDVPIMCO Total Return Portfolio0.79%
FHRRXFranklin High Income Fund0.50%
GIKRXGuggenheim Limited Duration Fund0.46%
PHYAXPIMCO High Yield Fund0.85%
WACSXWestern Asset Core Bond Fund0.42%
FTSMFirst Trust Enhanced Short Maturity ETF0.25%
BBCPXBridge Builder Core Plus Bond Fund0.16%
LFROXLord Abbett Floating Rate Fund0.54%
JCBPXJPMorgan Core Bond Fund1.33%
FBNDFidelity Total Bond ETF0.36%
PSJIXShort-Term Income Fund0.63%
TIHPXNuveen High Yield Fund0.50%
TAAQXTransamerica Short-Term Bond0.42%
FRERXFranklin Total Return Fund0.39%
TRKZXT. Rowe Price High Yield Fund, Inc.0.60%
NHFIXHigh Yield Fixed Income Fund0.61%
CBORXCalvert Bond Fund0.46%
TBPPXNuveen Core Plus Bond Fund0.45%
FTHRXFidelity Intermediate Bond Fund0.45%
SSTHXAllspring Short-Term High Income Fund0.82%
CDSRXCalvert Short Duration Income Fund0.45%
FLRRXFranklin Low Duration Total Return Fund0.31%
TRVZXT. Rowe Price New Income Fund, Inc.0.32%
DPZRXNomura Diversified Income Fund0.33%
HYSAXPGIM Short Duration High Yield Income Fund1.00%
JCPPXJPMorgan Core Plus Bond Fund1.14%
PLSTXAristotle Strategic Income Fund0.94%
FSIGXFidelity Series Investment Grade Bond Fund0.00%
ACPSXInvesco Core Plus Bond Fund0.79%
STABXVictory Pioneer Short Term Income Fund0.73%
VIBSXVANGUARD INTERMEDIATE-TERM BOND INDEX FUND
CCBFXCapital Group Central Corporate Bond Fund
CCHIXHigh Yield Fund0.51%
IIBAXVOYA INTERMEDIATE BOND FUND1.43%
ISTBiShares Core 1-5 Year USD Bond ETF0.06%
BSCQInvesco BulletShares 2026 Corporate Bond ETF0.10%
FZOMXFidelity SAI Short-Term Bond Fund0.21%
FAFIXFirst American Multi-Manager Fixed-Income Fund$1M min0.60%
ISIAXVOYA STRATEGIC INCOME OPPORTUNITIES FUND0.62%
TBBWXNuveen Core Bond Fund0.29%
SIDCXSIIT INTERMEDIATE DURATION CREDIT FUND0.32%
FTKFXFidelity Total Bond K6 Fund0.30%
APDFXArtisan High Income Fund0.80%
FANCXFidelity Short-Term Bond Fund0.50%
ACGZXAB Income Fund0.54%
JGCGXJPMorgan Income Fund0.39%
VCRBVANGUARD CORE BOND ETF0.10%
FXICXFixed Income SHares: Series C0.27%
DGCAXNomura Corporate Bond Fund0.79%
BBTBXBridge Builder Core Bond Fund0.12%
AOUNXAngel Oak UltraShort Income Fund0.60%
VUSBVANGUARD ULTRA-SHORT BOND ETF0.10%
PLADXAristotle Short Duration Income Fund0.75%
LOPLXLord Abbett Core Plus Bond Fund0.40%
ANBAXAmerican Funds Strategic Bond Fund0.31%
TAFLXTransamerica Bond0.44%
MCBDXMassMutual Premier Core Bond Fund0.78%
SCHISchwab 5-10 Year Corporate Bond ETF0.03%

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