Morningstar

Nuveen AA-BBB CLO ETF NCLO

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

Morningstar’s Analysis NCLO

Will NCLO outperform in the 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 NCLO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen AA-BBB CLO ETF 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NCLO

More NCLO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Aimco Clo Series 2015-A / Llc 5.55%

2.49 4M
Securitized

Oha Credit Partners Xv Limited 5.529%

2.19 4M
Securitized

OCP CLO 2025-40 LTD 5.493%

2.17 4M
Securitized

GOLDENTREE LN MGM 20 LTD/LLC 5.529%

2.10 3M
Securitized

MIDOCEAN CR CLO 2024-16 5.729%

2.02 3M
Securitized

Neuberger Berman Loan Advisers Clo 34 Ltd 6.579%

1.87 3M
Securitized

Aimco CLO Series 2018-A 6.6%

1.86 3M
Securitized

Ares LXXV CLO Ltd. 5.603%

1.86 3M
Securitized

Palmer Square European Loan Funding 2025-1 Designated Activity Co. 5.429%

1.68 3M
Securitized

CARLYLE US CLO 2021-8 LTD 5.653%

1.56 3M
Securitized

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