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Panagram AAA CLO ETF CLOX

Morningstar Medalist Rating
Medalist Rating as of | See Panagram Structured Asset Management Investment Hub

Morningstar’s Analysis CLOX

Will CLOX 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 CLOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CLOX 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 CLOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Panagram AAA CLO ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CLOX

More CLOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MADISON PARK FUNDING LXII LTD 7.17%

3.46 2.0 Mil
Securitized

ARES LOAN FUNDING IV LTD 7.08%

3.45 2.0 Mil
Securitized

PALMER SQUARE CLO 2023-1 LTD 7.22%

3.44 2.0 Mil
Securitized

Benefit Street Partners Clo X 6.8%

3.43 2.0 Mil
Securitized

HARRIMAN PARK CLO LTD 6.71%

3.43 2.0 Mil
Securitized

MADISON PARK FUNDING XXXIV LTD 6.71%

3.43 2.0 Mil
Securitized

ARES LVI CLO LTD 6.75%

3.42 2.0 Mil
Securitized

ELMWOOD CLO XII LTD 6.74%

3.42 2.0 Mil
Securitized

CARLYLE US CLO 2020-2 LTD 6.73%

3.42 2.0 Mil
Securitized

OHA CREDIT PARTNERS XVI LTD 6.74%

3.38 2.0 Mil
Securitized