AAAPPacer Barings CLO Market Flex ETF

Get income Stay safeRanked #311 of 340 in this goal

Seeks current income and capital preservation.

Annual Cost

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#5,585 of 5,585 · expensive

Fund Size

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#5,585 of 5,585 · small

Dividend YieldGoal

—

Track Record

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#5,585 of 5,585 · young

Performance

Total-return NAV · USD

Growth of $10,000

$8,908-10.9%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

Region

Strategy

Active selection

Focus

CLO

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

77.0%High

Year-on-year price swings

Max drawdown

-69.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks current income and capital preservation.
Strategy: Actively manages a portfolio primarily invested in income producing debt of collateralized loan obligations (CLOs) to achieve current income and capital preservation. Invests at least 80% of net assets in CLO debt, maintaining an average credit rating of investment grade quality, primarily focusing on U.S. CLOs.