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 18.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CIFC FUNDING 2026-I LTD 5.302%

2.07 5M
Securitized

ELMWOOD CLO 27 LTD 5.356%

2.07 5M
Securitized

GOLDENTREE LOAN MANAGEMENT US CLO LTD 2026-30 4.958%

2.07 5M
Securitized

State Street Instl US Govt MMkt Premier

1.92 5M
Cash and Equivalents

JUNIPER VY PK CLO LTD 2023 5.534%

1.86 4M
Securitized

Aimco Clo Series 2015-A / Llc 5.916%

1.66 4M
Securitized

Magnetite XVII Ltd. 5.31%

1.66 4M
Securitized

SIXST 2017 VRN 10/21/2039

1.66 4M
Securitized

AIMCO CLO 22 LTD / LLC 5.566%

1.66 4M
Securitized

ELMWOOD CLO 2020-6 LTD 6.866%

1.65 4M
Securitized

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