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ACLOTCW AAA CLO ETF

Get income1y track recordRanked #518 of 1,650 in this goal

Seeks capital preservation and current income by investing in U.S. dollar-denominated AAA-rated CLOs.

By TCW · Launched 2024

Annual Cost

0.20%

#934 of 5,861 · low cost

Fund Size

$511M

#1,571 of 5,861 · large

Dividend YieldGoal

4.89%

Track Record

1 year

#3,848 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,517+5.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Focus

CLO

What it actually holds

By weight

Concentration

Top 10 holdings = 10.9% of fundwell diversified

American Money Management Corporation
1.1%
Rockford Tower CLO Ltd
1.1%
Octagon Investment Partners XXI Ltd
1.1%
Madison Park Funding Ltd
1.1%
Golub Capital Partners CLO, LTD
1.1%
Octagon Investment Partners 51 Ltd
1.1%
Rad CLO Ltd
1.1%
Dryden Senior Loan Fund
1.1%
AGL CLO 16 LTD
1.0%
Golub Capital Partners CLO, LTD
1.0%

Asset allocation

Bonds
97.4%
Cash
2.6%

Risk profile

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

Year-on-year price swings

Max drawdown
-1.0%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
81.7%
AA
18.3%

Listing

Exchange
New York Stock Exchange

Full fund details

Objective
Seeks capital preservation and current income by investing in U.S. dollar-denominated AAA-rated CLOs.
Strategy
Actively manages a portfolio primarily composed of U.S. dollar-denominated AAA-rated CLOs to provide capital preservation and current income. Invests at least 80% of net assets in AAA-rated CLOs, using bottom-up analysis for selection and may employ derivatives for hedging or income enhancement.
Inception date
November 15, 2024
Fund family
TCW

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Data updated on 2026-08-04