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Beacon

SLNZTCW Senior Loan ETF

Get income13y track recordRanked #834 of 1,650 in this goal

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

By TCW · Launched 2013

Annual Cost

0.65%

#3,433 of 5,861 · average

Fund Size

$222M

#2,276 of 5,861 · mid-size

Dividend YieldGoal

7.52%

Track Record

13 years

#1,072 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,447+4.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 15.0% of fund✓ well diversified

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
90.9%
Cash
8.8%
Stocks
0.2%
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
0.6%
AAA
7.5%
AA
2.0%
A
3.3%
BBB
14.1%
BB
28.8%
B
41.1%
Below B
1.9%
Other
1.3%

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

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Data updated on 2026-08-04