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PCMMBondBloxx Private Credit CLO ETF

Get income1y track recordRanked #924 of 1,650 in this goal

Seeks capital preservation and current income.

By BondBloxx Investment Management · Launched 2024

Annual Cost

0.68%

#3,549 of 5,853 · average

Fund Size

$194M

#2,378 of 5,853 · mid-size

Dividend YieldGoal

6.56%

Track Record

1 year

#3,874 of 5,853 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,491+4.9%

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 = 33.4% of fundwell diversified

ANTR 2023-1A BR V/R 07/25/37
4.9%
GOCAP 2019-45A A V/R 07/20/37
4.6%
WDMNT 2022-9A A1 V/R 10/25/36
4.2%
BLKMM 2025-1A A1 V/R 07/15/37
3.9%
MCFCL 2017-1A CR V/R 10/20/37
3.0%
MCMML 2022-2A CR V/R 10/24/34
3.0%
LSHR 2021-1A AR V/R 01/15/37
2.5%
BCMM 2023-2A A1R V/R 10/21/35
2.5%
CERB 2025-4A A V/R 01/15/38
2.5%
GOCAP 2020-47A D V/R 08/05/37
2.4%

Asset allocation

Bonds
97.3%
Cash
2.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.3%Low

Year-on-year price swings

Max drawdown
-4.3%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

6.9 years

Avg maturity

9.9 years

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks capital preservation and current income.
Strategy
Actively manages a portfolio primarily invested in private credit collateralized loan obligations (CLOs), including U.S. and non-U.S. senior secured loans. The Fund aims for capital preservation and current income, investing in both investment grade and high yield securities, with a focus on private companies.
Inception date
December 2, 2024
Fund family
BondBloxx Investment Management

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Data updated on 2026-08-02