Alternative AccessFirstPriorityCLO BdETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Alternative Access First Priority CLO Bond ETF AAA
Morningstar’s Analysis AAA
Will AAA outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Us Dollars | 11.26 | 8M | Cash and Equivalents |
FORTRESS CREDIT BSL XXIII LTD 5.15% | 4.35 | 3M | Securitized |
Carlyle US CLO 2019-4 Ltd. / Carlyle US CLO 2019-4 LLC 4.97% | 4.34 | 3M | Securitized |
LCM 38 Ltd / LCM 38 LLC 5.02% | 4.34 | 3M | Securitized |
Madison Park Funding XXXV Ltd. 4.95% | 4.34 | 3M | Securitized |
Point Au Roche Park Clo Ltd. 4.9% | 4.34 | 3M | Securitized |
KKR CLO 32 LTD 4.88% | 4.34 | 3M | Securitized |
Apidos Clo Xxxv Ltd / Llc 4.83% | 4.34 | 3M | Securitized |
Neuberger Berman Clo XVII Ltd. 4.9% | 4.34 | 3M | Securitized |
SIXTH STREET CLO LTD 2019-14R2 4.88% | 4.33 | 3M | Securitized |