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Morningstar

BlackRock AAA CLO ETF CLOA

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

Morningstar’s Analysis CLOA

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit BlackRock AAA CLO ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CLOA

More CLOA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apidos Clo XXXIII Ltd / Apidos Clo XXXIII Llc 6.73%

2.40 5.1 Mil
Securitized

Sixth Street Clo XVII Ltd / Llc 6.82%

2.05 4.3 Mil
Securitized

RAD CLO 22 LTD 7.2%

1.96 4.2 Mil
Securitized

Agl Clo 12 Ltd / Llc 6.74%

1.92 4.1 Mil
Securitized

Elmwood Clo Viii Ltd / Elmwood Clo V FRN 6.88%

1.91 4.0 Mil
Securitized

BENEFIT STREET PARTNERS CLO XXI LTD 6.76%

1.89 4.0 Mil
Securitized

ELMWOOD CLO IV LTD 6.83%

1.89 4.0 Mil
Securitized

Golub Capital Partners CLO 48B LTD / LLC 6.89%

1.89 4.0 Mil
Securitized

Valley Stream Park CLO Ltd / Valley Stream Park CLO LLC 6.95%

1.77 3.7 Mil
Securitized

Halseypoint CLO 7 Ltd / LLC 7.57%

1.64 3.5 Mil
Securitized