Skip to Content
Morningstar

BlackRock AAA CLO ETF CLOA

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub

Morningstar’s Analysis CLOA

Will CLOA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CLOA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CLOA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CLOA’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit BlackRock AAA CLO ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CLOA

More CLOA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Cash Funds Treasury SL Agency

3.80 9.2 Mil
Cash and Equivalents

Apidos Clo XXXIII Ltd / Apidos Clo XXXIII Llc 6.73%

2.07 5.0 Mil
Securitized

Sixth Street Clo XVII Ltd / Llc 6.83%

1.76 4.3 Mil
Securitized

RAD CLO 22 LTD 7.2%

1.72 4.2 Mil
Securitized

Elmwood Clo Viii Ltd / Elmwood Clo V FRN 6.88%

1.67 4.1 Mil
Securitized

BENEFIT STREET PARTNERS CLO XXI LTD 6.76%

1.66 4.0 Mil
Securitized

Golub Capital Partners CLO 48B LTD / LLC 6.89%

1.66 4.0 Mil
Securitized

ELMWOOD CLO IV LTD 6.83%

1.66 4.0 Mil
Securitized

Agl Clo 12 Ltd / Llc 6.75%

1.66 4.0 Mil
Securitized

WHITEBOX CLO III LTD 6.81%

1.64 4.0 Mil
Securitized