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SLNZTCW Senior Loan ETF

Get income13y track recordRanked #887 of 1,706 in this goal

Seeks current income, with a secondary objective of long-term capital appreciation.

By TCW · Launched 2013

Annual Cost

0.65%

#3,547 of 6,040 · average

Fund Size

$223M

#2,365 of 6,040 · mid-size

Return (1Y)

+4.7%

Track Record

13 years

#1,084 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,450+4.5%

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

Holdings

By weight

Concentration

Top 10 holdings = 15.0% of funddiversified

TCW Central Cash Fund
8.7%
TKO Worldwide Holdings LLC
0.8%
Peer Holding III BV
0.8%
Pelican Products Inc
0.7%
Corpay Technologies Operating Company LLC
0.7%
Naked Juice LLC
0.7%
Sabert Corporation
0.7%
TCP Sunbelt Acquisition Co
0.7%
Delivery Hero SE
0.6%
Acadia Healthcare Company, Inc.
0.6%

Asset allocation

Bonds
87.0%
Cash
12.8%
Stocks
0.1%
Convertible
0.1%
Preferred
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.4%Low

Year-on-year price swings

Max drawdown
-2.6%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

Credit ratings

US Government
0.5%
AAA
6.3%
AA
3.0%
A
3.6%
BBB
15.2%
BB
29.0%
B
40.2%
Below B
2.4%
Other
0.2%

Listing

Exchange
New York Stock Exchange

Full fund details

Objective
Seeks current income, with a secondary objective of long-term capital appreciation.
Strategy
Actively manages a portfolio primarily invested in senior secured floating rate investments and fixed-rate loans or debt, including those tied to foreign issuers and emerging markets. Aims for current income and long-term capital appreciation through a diverse range of debt instruments and derivatives.
Inception date
June 28, 2013
Fund family
TCW

Next steps

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Data updated on 2026-09-18