Skip to content

RCLOReckoner BBB-B CLO ETF

Get incomeNewRanked #1,277 of 1,650 in this goal

Seeks to generate current income, with a secondary objective of capital preservation.

By Reckoner Capital Management LLC · Launched 2025

Annual Cost

0.50%

#2,668 of 5,861 · average

Fund Size

$30M

#4,169 of 5,861 · small

Dividend YieldGoal

Track Record

10 months

#4,780 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,412+4.1%

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 = 50.4% of fundmoderately concentrated

Magnetite CLO Ltd
5.4%
Madison Park Funding Ltd
5.4%
Octagon 73 Ltd
5.4%
Neuberger Berman CLO Ltd
5.4%
Garnet CLO Ltd
5.4%
Kennedy Lewis CLO Ltd
5.4%
Madison Park Funding Ltd
5.3%
Texas Debt Capital CLO, Ltd
5.1%
Apidos CLO
3.7%
Benefit Street Partners CLO Lt
3.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-3.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to generate current income, with a secondary objective of capital preservation.
Strategy
Actively manages a portfolio primarily invested in debt tranches of collateralized loan obligations (CLOs) rated between BBB+ and B-. Focuses on generating current income while preserving capital, investing in both domestic and foreign senior secured loans.
Inception date
October 21, 2025
Fund family
Reckoner Capital Management LLC

What's next?

You've looked at RCLO. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

Data updated on 2026-08-04