Angel Oak Financial Strategies Income Term Trust Common Shares of Beneficial (FINS)

Frequently Asked Questions About Angel Oak Financial Strategies Income Term Trust Common Shares of Beneficial (FINS)

Can investors purchase shares of Angel Oak Financial Strategies Income Term Trust through retirement accounts?

Yes, investors can purchase shares of Angel Oak Financial Strategies Income Term Trust through retirement accounts like IRAs or 401(k)s, provided that the brokerage firm or retirement plan custodian allows for investing in publicly traded securities. This can be an appealing option for those looking to generate income in a tax-advantaged manner.

Does Angel Oak Financial Strategies Income Term Trust have a specific investment horizon?

Angel Oak Financial Strategies Income Term Trust is designed as a long-term investment vehicle, aiming to provide consistent income and capital appreciation over time. While the specific investment horizon may vary based on individual investor goals, the management team tends to focus on achieving sustainable returns through strategic investment choices irrespective of short-term market fluctuations.

How can investors track the performance of Angel Oak Financial Strategies Income Term Trust?

Investors can track the performance of Angel Oak Financial Strategies Income Term Trust through various financial news platforms, investment research websites, and directly on the NYSE under the ticker symbol FINS. Performance metrics such as NAV (Net Asset Value), share price, dividend yield, and historical returns are typically available, providing comprehensive insights into the trust's performance.

How can one obtain more information about Angel Oak Financial Strategies Income Term Trust?

Investors seeking more information about Angel Oak Financial Strategies Income Term Trust can visit the official website of Angel Oak Capital Advisors, where they can access comprehensive fund information, including prospectuses, performance data, and updates from the management team. Additionally, financial news platforms and investment research websites may provide further insights and analysis.

How does Angel Oak Financial Strategies Income Term Trust generate income?

Angel Oak Financial Strategies Income Term Trust generates income primarily through the interest payments received from its underlying investments in bonds and other income-producing securities. This income is then distributed to shareholders in the form of dividends, typically on a monthly basis, providing a regular income stream for investors.

How does Angel Oak Financial Strategies Income Term Trust handle market volatility?

Angel Oak Financial Strategies Income Term Trust employs a disciplined investment approach to manage market volatility. The management team utilizes thorough research and analysis to identify opportunities that may provide stability during turbulent markets. Additionally, the trust employs diversification across various sectors and asset classes to mitigate risks associated with market fluctuations.

How often does Angel Oak Financial Strategies Income Term Trust distribute dividends?

Angel Oak Financial Strategies Income Term Trust typically distributes dividends on a monthly basis, allowing shareholders to receive a regular income stream from their investment. The exact amount of each distribution may vary based on the trust's earnings and market conditions, and is announced to shareholders in advance of each payment.

Is Angel Oak Financial Strategies Income Term Trust open to all types of investors?

Yes, Angel Oak Financial Strategies Income Term Trust is available to all types of investors, including individual and institutional investors. Shares can be purchased on the New York Stock Exchange (NYSE) under the ticker symbol FINS, allowing retail investors to access the income-producing benefits of the trust through a publicly traded vehicle.

Is there a minimum investment required for Angel Oak Financial Strategies Income Term Trust?

As a publicly traded closed-end fund, there is no formal minimum investment requirement for Angel Oak Financial Strategies Income Term Trust, as shares can be purchased at market value on the NYSE. However, investors should consider brokerage fees and their ability to afford the current share price when determining the amount they wish to invest.

What are the fees associated with Angel Oak Financial Strategies Income Term Trust?

Like most mutual funds and closed-end funds, Angel Oak Financial Strategies Income Term Trust charges management fees along with other expenses. These fees may include investment advisory fees and operational costs that are typically expressed as an expense ratio. It’s important for investors to review the fund's prospectus, which discloses these fees and any other pertinent information.

What are the risks associated with investing in Angel Oak Financial Strategies Income Term Trust?

Investing in Angel Oak Financial Strategies Income Term Trust involves several risks, including market risk, credit risk, interest rate risk, and liquidity risk. The market value of the trust's shares may fluctuate due to changes in interest rates or economic conditions, while credit risk pertains to potential defaults on the securities held within the portfolio. Investors should carefully assess these risks in the context of their own investment goals.

What distinguishes Angel Oak Financial Strategies Income Term Trust from other investment trusts?

Angel Oak Financial Strategies Income Term Trust distinguishes itself through its focus on income generation from a diversified portfolio of investment-grade and non-investment grade securities. The fund's experienced management team utilizes proprietary research and risk assessment strategies to identify opportunities tailored to market circumstances, striving to deliver superior income potential compared to standard investment trusts.

What does Angel Oak Financial Strategies Income Term Trust do?

Angel Oak Financial Strategies Income Term Trust (NYSE:FINS) is a closed-end management investment company that primarily invests in a diversified portfolio of income-producing securities, such as mortgage-backed securities, corporate bonds, and other fixed-income assets. The trust seeks to provide high current income with an appropriate level of risk, aiming to achieve both income and capital appreciation for its shareholders.

What is the historical performance of Angel Oak Financial Strategies Income Term Trust?

The historical performance of Angel Oak Financial Strategies Income Term Trust varies depending on market conditions and investment decisions made by the management team. Detailed historical performance data, including total returns and dividend distributions, is available in the fund's statements and can be found on financial platforms and the trust's official website, helping investors gauge its past effectiveness in meeting its objectives.

What is the investment objective of Angel Oak Financial Strategies Income Term Trust?

The primary investment objective of Angel Oak Financial Strategies Income Term Trust is to seek high current income while preserving capital. The trust aims to achieve this goal by strategically investing in a diversified portfolio of income-generating securities, focusing on risk-adjusted returns that are designed to withstand market fluctuations.

What is the tax treatment for dividends received from the trust?

Dividends received from Angel Oak Financial Strategies Income Term Trust are typically taxed as ordinary income, which may vary based on the investor's tax bracket and individual circumstances. It's essential for shareholders to consult with a tax advisor to understand how their dividends will be taxed and the implications for their overall tax situation.

What is the typical duration of Angel Oak Financial Strategies Income Term Trust's investments?

Angel Oak Financial Strategies Income Term Trust generally focuses on investments with intermediate to longer durations, which are aimed at maximizing yield while balancing interest rate risk. The specifics of duration can vary depending on market conditions and the management team’s outlook, but the trust strives to maintain a portfolio that can adapt to changing interest rate environments.

What types of investments does Angel Oak Financial Strategies Income Term Trust focus on?

The trust primarily invests in mortgage-backed securities, structured credit, and corporate debt, with a focus on assets that are expected to generate steady income streams. The investment strategy emphasizes identifying undervalued securities while managing credit risk and seeking consistent yield opportunities across various market conditions.

Who manages Angel Oak Financial Strategies Income Term Trust?

Angel Oak Financial Strategies Income Term Trust is managed by Angel Oak Capital Advisors, LLC, which is experienced in the asset management industry. The team at Angel Oak Capital consists of skilled professionals who utilize extensive market research and risk management strategies to guide investment decisions, striving to optimize the trust's income and performance.

What is the current price of Angel Oak Financial Strategies Income Term Trust Common Shares of Beneficial?

The current price of Angel Oak Financial Strategies Income Term Trust Common Shares of Beneficial is 13.39

When was Angel Oak Financial Strategies Income Term Trust Common Shares of Beneficial last traded?

The last trade of Angel Oak Financial Strategies Income Term Trust Common Shares of Beneficial was at 10:14 am EDT on April 3rd, 2025