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Upturn AI Summary
TCW AAA CLO ETF(ACLO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ACLO
10/02/2026: ACLO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
TCW AAA CLO ETF (ACLO) provides investors with exposure to the AAA-rated tranches of Collateralized Loan Obligations, managed by a seasoned team at TCW. The fund aims to generate steady, floating-rate income with a strong emphasis on capital preservation through high-quality credit selection. It is a compelling option for those seeking a yield advantage over traditional government bonds while maintaining a low-volatility profile. Investors should monitor credit market conditions and sector liquidity, as the fund is concentrated within the CLO asset class. It is best suited for income-oriented portfolios where stability and yield are primary objectives.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is designed for income generation rather than capital appreciation. |
| Momentum investor | Weak fit | The fund's price action is typically stable and low-beta, offering little in the way of high-momentum trends. |
| Value investor | Mixed fit | Value investors may appreciate the income yield relative to other high-grade debt instruments. |
| Dividend/Income investor | Strong fit | The fund is an excellent tool for investors seeking consistent, higher-yielding monthly income. |
| Low-risk investor | Strong fit while signal remains positive | While not risk-free, the AAA rating provides a high level of security for income-focused investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-seeking individual or institutional entity looking for high-quality, floating-rate debt exposure.
Suitability
ACLO is best suited for long-term income-focused investors rather than short-term traders or those seeking capital growth.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | The fund is designed for low price volatility, focusing on high-quality debt instruments. |
| Market risk | Medium | Broader economic downturns can impact the secondary market value of all debt securities. |
| Concentration | Medium | The fund is highly concentrated in the CLO asset class, making it susceptible to sector-specific credit shifts. |
| Tracking/expense | Low | The management fee is low and transparent, minimizing the impact on investor returns. |
| Liquidity | Low | The underlying assets are highly liquid, supporting the fund's ability to handle redemptions. |
| Business/sector quality | Low | AAA-rated CLOs historically demonstrate very low default rates, supporting high business quality. |
Risk Analysis
Volatility
ACLO exhibits very low volatility consistent with high-grade fixed income, though it is not immune to market-wide spread widening.
Market Risk
The primary risk is market credit spread widening, which can reduce the fair value of underlying holdings despite their high credit quality.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | AAA-Rated Collateralized Loan Obligations (CLOs) | 98 | These high-quality debt obligations provide the primary income stream for the fund while maintaining minimal credit risk. |
| Cash/collateral | Cash and Cash Equivalents | 2 | This small portion is held to manage daily liquidity needs and settlement of transactions. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 4.96% | Avg. Invested days 238 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $601.55M |
| Issuer | TCW |
| Expense Ratio | 20% |
| Distribution Yield | 4.87% |
| Inception | Nov 15, 2024 |
Performance
| Period | Total Return |
|---|---|
| YTD | +3.66% |
| 1 Year | +5.08% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 0.31% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|
Top Holdings
| Holding | Weight |
|---|---|
| TGCXX | 1.44% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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