PCLO – Virtus Seix AAA Private Credit CLO ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks current income and capital preservation. The fund invests, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in private credit collateralized loan obligations (“Private Credit CLOs”) that, at the time of acquisition, are either rated AAA by at least one nationally recognized statistical rating organization (“NRSRO”). The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PCLO	Virtus SEIX AAA Private Credit CLO ETF	ETF	Open	—		Dec 2, 2024	$19.93M	0.290%	—	—	$2.49M

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