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CLOZ
Upturn stock ratingUpturn stock rating

Panagram Bbb-B Clo ETF (CLOZ)

Upturn stock ratingUpturn stock rating
$26.74
Last Close (24-hour delay)
Profit since last BUY0.87%
upturn advisory
Consider higher Upturn Star rating
BUY since 32 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
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Upturn Advisory Summary

06/30/2025: CLOZ (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $0

1 Year Target Price $0

Analysts Price Target For last 52 week
$0Target price
Low$
Current$26.74
high$

Analysis of Past Performance

Type ETF
Historic Profit 25.23%
Avg. Invested days 152
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
ETF Returns Performance Upturn Returns Performance 4.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 24.48 - 26.89
Updated Date 06/30/2025
52 Weeks Range 24.48 - 26.89
Updated Date 06/30/2025

ai summary icon Upturn AI SWOT

Panagram Bbb-B Clo ETF

stock logo

ETF Overview

overview logo Overview

The Panagram BBB-B CLO ETF focuses on investing in Collateralized Loan Obligations (CLOs) rated BBB to B, aiming to provide income by investing in the debt tranches of these CLOs.

reliability logo Reputation and Reliability

Issuer is relatively new to the ETF market, reputation is still building. Reliability depends on fund performance and adherence to stated strategy.

reliability logo Management Expertise

Management expertise focuses on structured credit markets, with experience in CLO investments and portfolio management.

Investment Objective

overview logo Goal

The primary investment goal is to seek current income.

Investment Approach and Strategy

Strategy: The ETF actively manages a portfolio of BBB- and B-rated CLO tranches.

Composition The ETF's assets consist primarily of debt securities in the form of CLO tranches.

Market Position

Market Share: Insufficient data to accurately determine the Panagram BBB-B CLO ETFu2019s precise market share.

Total Net Assets (AUM): Insufficient data to provide specific AUM.

Competitors

overview logo Key Competitors

  • JAAA
  • CLOZ
  • KIO

Competitive Landscape

The CLO ETF market is becoming more competitive. Panagram BBB-B CLO ETF faces competition from established players with larger AUM and trading volumes. Its advantage would depend on superior security selection and risk management while its disadvantage is limited track record and smaller AUM.

Financial Performance

Historical Performance: Insufficient data to provide specific historical performance.

Benchmark Comparison: Lacks a direct benchmark, performance is relative to the CLO market in general.

Expense Ratio: Insufficient data to provide expense ratio

Liquidity

Average Trading Volume

Insufficient data to determine Average Trading Volume.

Bid-Ask Spread

Insufficient data to determine bid-ask spread.

Market Dynamics

Market Environment Factors

Economic growth, interest rate movements, and credit spreads significantly impact CLO values. Higher interest rates can increase underlying loan payments, but also raise borrowing costs.

Growth Trajectory

Growth depends on CLO issuance volume and investor demand for higher-yielding debt. Limited history to analyze specific growth trends.

Moat and Competitive Advantages

Competitive Edge

The Panagram BBB-B CLO ETF focuses on a specific segment of the CLO market, offering potentially higher yields. Expertise in the sub-investment grade tranche space could differentiate it. Success hinges on the manager's ability to navigate credit risk and economic cycles effectively. It offers investors targeted access to BBB- and B-rated CLOs. However, establishing a track record and attracting significant AUM are crucial for long-term viability.

Risk Analysis

Volatility

CLOs, particularly BBB and B-rated tranches, can be more volatile than investment-grade bonds.

Market Risk

Market risk includes credit risk associated with underlying loans and liquidity risk due to the complexity of CLOs.

Investor Profile

Ideal Investor Profile

The ideal investor is yield-seeking, understands structured credit, and can tolerate higher risk and potential volatility.

Market Risk

Suitable for long-term investors seeking income and willing to accept higher risks. Not suitable for risk-averse investors.

Summary

Panagram BBB-B CLO ETF targets income through investments in BBB- and B-rated CLOs, a higher-yielding but riskier segment of the debt market. Success depends on the fund manager's ability to navigate complex credit structures and economic cycles. Liquidity and AUM growth are vital to its long-term viability. It caters to investors seeking enhanced yield, but requires a thorough understanding of the risks involved.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ETF provider websites
  • Financial news outlets
  • Third-party ETF research providers

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and professional consultation.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Panagram Bbb-B Clo ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings made for investment purposes) in collateralized loan obligations ("CLOs") that are rated, at the time of purchase, between BBB+ and B- or an equivalent rating by a NRSRO. It is non-diversified.