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ACLOTCW AAA CLO ETF

Get income1y track recordRanked #553 of 1,622 in this goal

Seeks to provide capital preservation and current income by investing in AAA-rated collateralized loan obligations.

By TCW · Launched 2024

Annual Cost

0.20%

#1,039 of 5,562 · low cost

Fund Size

$503M

#1,561 of 5,562 · large

Dividend YieldGoal

4.85%

Track Record

1 year

#3,941 of 5,562 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,533+5.3%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Focus

CLO

What it actually holds

By weight

Concentration

Top 10 holdings = 20.8% of fundwell diversified

TCW Central Cash Fund
6.9%
Rockford Tower CLO Ltd
1.6%
Octagon Investment Partners XXI Ltd
1.6%
American Money Management Corporation
1.6%
Madison Park Funding Ltd
1.6%
Golub Capital Partners CLO, LTD
1.6%
Rad CLO Ltd
1.6%
Octagon Investment Partners 51 Ltd
1.6%
Dryden Senior Loan Fund
1.5%
Madison Park Funding Ltd
1.4%

Asset allocation

Bonds
99.0%
Cash
0.8%
Other
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.7%Low

Year-on-year price swings

Max drawdown
-1.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

4.9 years

Avg maturity

10.1 years

Credit ratings

AAA
83.3%
AA
16.6%
A
0.2%

Where to buy

Listing

Exchange
New York Stock Exchange

Full fund details

Objective
Seeks to provide capital preservation and current income by investing in AAA-rated collateralized loan obligations.
Strategy
Invests primarily in U.S. dollar-denominated AAA-rated CLOs, with at least 80% of net assets in such securities. May also invest up to 20% in lower-rated CLOs and in floating- and fixed-rate CLOs, using bottom-up analysis to select investments based on various factors.
Inception date
November 15, 2024
Fund family
TCW

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Data updated on 2026-06-19