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Upturn AI Summary
AAM Crescent Clo ETF(CLOC)
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 CLOC
10/13/2026: CLOC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
The AAM Crescent CLO ETF (CLOC) offers investors active exposure to investment-grade Collateralized Loan Obligations, aiming for consistent monthly income. By leveraging the expertise of Crescent Capital, the fund seeks to capture yield premiums in the CLO market while managing credit risk. Its strengths lie in professional management and floating-rate coupons, which provide a hedge against rate sensitivity. However, investors should be aware of risks related to credit market liquidity and corporate default cycles. CLOC is best suited for income-focused portfolios where diversification beyond traditional bonds is desired.
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 | Mixed fit | Momentum is less relevant here; fit is conditional on a positive credit environment. |
| Value investor | Strong fit | Value investors may appreciate the yield premium offered by CLO tranches relative to traditional corporate bonds. |
| Dividend/Income investor | Strong fit | The fund is specifically designed to provide consistent monthly income for cash-flow-focused investors. |
| Low-risk investor | Mixed fit | While investment-grade, CLOs carry structural risks and market volatility that may exceed standard government bonds. |
Investor Profile
Ideal Investor Profile
Income-oriented investors who understand the credit markets and are seeking higher yields than traditional investment-grade bonds.
Suitability
Best suited for long-term investors looking to diversify their fixed-income sleeve with structured credit exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | CLO prices can fluctuate based on credit market sentiment. |
| Market risk | Medium / high | The fund is subject to systematic risks within the leveraged loan and credit markets. |
| Concentration | Medium | The portfolio is concentrated in a single asset class (CLOs). |
| Tracking/expense | Low | As an active fund, tracking error relative to an index is expected. |
| Liquidity | Medium | CLOs are less liquid than government bonds and can face market stress. |
| Business/sector quality | Low | The focus on investment-grade tranches mitigates default risk. |
Risk Analysis
Volatility
CLOC exhibits moderate volatility consistent with investment-grade corporate credit assets.
Market Risk
The fund is primarily exposed to credit risk, interest rate risk via loan resets, and general market liquidity risk.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Investment-Grade CLO Debt Tranches | 97 | These floating-rate debt instruments provide exposure to corporate loans while aiming to mitigate interest rate risk. |
| Cash/collateral | Cash and Cash Equivalents | 3 | This small liquidity buffer is held to manage daily operations and potential capital flows. |
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 3.52% | Avg. Invested days 128 | 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 10/13/2026 |
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