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Upturn AI Summary
Carlyle Credit Income Fund(CCIF)
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 CCIF
10/02/2026: CCIF (1-star) is currently NOT-A-BUY. Pass it for now.
CCIF is an actively managed ETF that provides specialized exposure to CLO equity and junior debt tranches, managed by the institutional team at Carlyle. It is designed for investors seeking high current income rather than capital growth. While its strengths include the backing of a premier asset manager and access to high-yielding credit, investors must be prepared for the high expense ratio, significant market volatility, and liquidity risks associated with CLOs. It is best suited for seasoned income investors who can monitor credit cycle trends and tolerate higher risk than traditional bond funds.
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 | The fund is primarily structured for income generation rather than capital appreciation. |
| Momentum investor | Mixed fit | Momentum may be influenced by credit cycle trends, but the fund is not designed for short-term tactical momentum trading. |
| Value investor | Mixed fit | Value investors may appreciate the discount-to-NAV potential, but the complexity of underlying CLO valuation makes this challenging. |
| Dividend/Income investor | Strong fit | The fund is specifically designed for income-oriented investors seeking high cash distributions from credit markets. |
| Low-risk investor | Weak fit | The highly leveraged nature of CLO equity tranches makes this inappropriate for low-risk, capital-preservation portfolios. |
Investor Profile
Ideal Investor Profile
Income-focused investors with a high tolerance for risk and a long-term time horizon who understand the intricacies of structured credit.
Suitability
Best suited for income-focused long-term investors looking to diversify a fixed-income portfolio; not suitable for capital preservation or conservative income needs.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | CLO equity tranches exhibit significant price fluctuations tied to the credit quality of underlying leveraged loans. |
| Market risk | High | Broader economic downturns can lead to mass downgrades and defaults in the loan market, severely impacting asset values. |
| Concentration | Medium / high | The fund is concentrated in a single asset class (CLOs), which lacks diversification outside of the credit sector. |
| Tracking/expense | Medium | High management and acquired fund fees significantly eat into the net yield provided to investors. |
| Liquidity | High | Underlying CLO assets are often illiquid, which can make it difficult for the fund to exit positions during market stress. |
| Business/sector quality | Medium | The reliance on the underlying loan market means the fund's success is tied to corporate credit health. |
Risk Analysis
Volatility
CCIF displays high historical volatility consistent with levered structured credit equity.
Market Risk
The fund carries substantial credit and duration risk linked to the leveraged loan market and the specific structure of CLO equity tranches.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | CLO Equity Tranches | 85 | These represent the residual cash flows from the underlying loan portfolio and offer the highest potential yield in the capital structure. |
| Fixed-income type | CLO Junior Debt Tranches | 10 | These offer moderate yield and are senior to equity, providing a slight buffer against underlying loan defaults. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash holdings are maintained to facilitate fund operations and potential tactical asset acquisitions. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit -8.2% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Issuer | Carlyle Global Credit Inv Mgmt |
| Inception | Dec 30, 2011 |
Performance
| Period | Total Return |
|---|---|
| YTD | -37.33% |
| 1 Year | -45.59% |
| 3 Year | -18.96% |
| 5 Year | -13.03% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 26.33% |
| 3Y Volatility | 17.51% |
| 3Y Sharpe Ratio | -1.16 |
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 |
|---|
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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