Morningstar

iShares BBB-B CLO Active ETF BCLO

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

Morningstar’s Analysis BCLO

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares BBB-B CLO Active ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BCLO

More BCLO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ELMWOOD CLO 29 LTD 5.41369%

5.99 5M
Securitized

Oha Credit Partners Xv Limited 6.52214%

4.85 4M
Securitized

PALMER SQUARE CLO 24-4 LTD/LLC 6.3231%

4.06 3M
Securitized

Goldentree Loan Management US CLO 10 Ltd. 6.77523%

3.70 3M
Securitized

Apidos Clo L 6.47523%

3.51 3M
Securitized

BIRCH GROVE CLO 11 LTD 6.76364%

3.04 3M
Securitized

GOLDENTREE LN MGM 20 LTD/LLC 6.47523%

3.04 3M
Securitized

Oha Credit Partners Xv Limited 6.37523%

3.01 3M
Securitized

WARWICK CAPITAL CLO 7 LTD 6.42214%

3.01 3M
Securitized

Golub Capital Partners Clo 74B Ltd / Golub Capital Partners Clo 74B Llc 6.8

2.71 2M
Securitized

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