Angel Oak Flexible Fund Equity Positions Weight
| ANFIX Fund | USD 7.74 0.01 0.13% |
Angel Oak Flexible fundamentals help investors to digest information that contributes to Angel Oak's financial success or failures. It also enables traders to predict the movement of Angel Mutual Fund. The fundamental analysis module provides a way to measure Angel Oak's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Angel Oak mutual fund.
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Angel Oak Flexible Mutual Fund Equity Positions Weight Analysis
Angel Oak's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Angel Oak Equity Positions Weight | 3.21 % |
Most of Angel Oak's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Angel Oak Flexible is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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According to the company disclosure, Angel Oak Flexible has an Equity Positions Weight of 3.21%. This is much higher than that of the Angel Oak family and significantly higher than that of the Short-Term Bond category. The equity positions weight for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Angel Oak
The fund consists of 89.67% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Angel Oak's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Angel Fundamentals
| Total Asset | 79.6 M | |||
| Annual Yield | 0.05 % | |||
| Year To Date Return | 3.21 % | |||
| One Year Return | 4.49 % | |||
| Three Year Return | (0.11) % | |||
| Five Year Return | 0.71 % | |||
| Net Asset | 85.11 M | |||
| Minimum Initial Investment | 500 K | |||
| Last Dividend Paid | 0.03 | |||
| Cash Position Weight | 3.43 % | |||
| Equity Positions Weight | 3.21 % | |||
| Bond Positions Weight | 89.67 % |
About Angel Oak Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Angel Oak Flexible's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Angel Oak using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Angel Oak Flexible based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Angel Oak
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Angel Oak position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Angel Oak will appreciate offsetting losses from the drop in the long position's value.Moving together with Angel Mutual Fund
| 0.83 | ANGCX | Angel Oak Multi | PairCorr |
| 1.0 | ANFLX | Angel Oak Flexible | PairCorr |
| 0.86 | ANGLX | Angel Oak Multi | PairCorr |
| 0.86 | ANGIX | Angel Oak Multi | PairCorr |
The ability to find closely correlated positions to Angel Oak could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Angel Oak when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Angel Oak - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Angel Oak Flexible to buy it.
The correlation of Angel Oak is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Angel Oak moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Angel Oak Flexible moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Angel Oak can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Angel Oak Flexible. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.