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Upturn AI SWOT - About
Panagram Bbb-B Clo ETF (CLOZ)
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Upturn Advisory Summary
08/29/2025: CLOZ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 27.76% | Avg. Invested days 167 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/29/2025 |
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 |
Upturn AI SWOT
Panagram Bbb-B Clo ETF
ETF Overview
Overview
The Panagram BBB-B CLO ETF focuses on investing in a portfolio of Collateralized Loan Obligations (CLOs) rated BBB or B. The fund seeks to generate income by investing in these structured credit assets. The ETF provides exposure to the risk-adjusted returns of the CLO market.
Reputation and Reliability
Requires further research. Information is not readily available to assess their long-term reputation.
Management Expertise
Requires further research. Information is not readily available regarding their management experience within CLOs.
Investment Objective
Goal
Seeks to generate income through investments in BBB- and B-rated CLOs.
Investment Approach and Strategy
Strategy: The ETF actively invests in CLOs rated BBB or B, aiming to capitalize on relative value opportunities within the structured credit market.
Composition Primarily holds CLOs rated BBB and B. The portfolio allocation will vary based on market conditions and manager's investment decisions.
Market Position
Market Share: Requires more information to assess ETF Panagram Bbb-B Clo ETFu2019s market share in its sector.
Total Net Assets (AUM): Requires more information to assess ETF Panagram Bbb-B Clo ETFu2019s total assets.
Competitors
Key Competitors
Competitive Landscape
The ETF industry in which Panagram Bbb-B Clo ETF operates is competitive. The competitive advantages and disadvantages are unknown and require further research.
Financial Performance
Historical Performance: Requires further information to assess the historical financial performance data.
Benchmark Comparison: Requires further information to assess the benchmark index comparison.
Expense Ratio: Requires further information to assess the expense ratio.
Liquidity
Average Trading Volume
Requires further information to assess the average trading volume.
Bid-Ask Spread
Requires further information to assess the bid-ask spread.
Market Dynamics
Market Environment Factors
Requires more information to assess the economic indicators, sector growth prospects, and current market conditions.
Growth Trajectory
Requires more information to highlight growth trends and patterns.
Moat and Competitive Advantages
Competitive Edge
Requires further information to assess the unique investment strategies, superior management, or niche market focus of this ETF. The ETF's ability to generate income depends on credit quality and the overall economic environment and if there is a team of experts, they could manage risks associated with CLOs, thereby differentiating itself from competitors. An investor should look for a team with a proven track record and a deep understanding of the CLO market. The fund's potential competitive edge will also hinge on its ability to source and select CLOs that offer attractive risk-adjusted returns.
Risk Analysis
Volatility
Requires further information to assess the ETF Panagram Bbb-B Clo ETFu2019s historical volatility.
Market Risk
The ETF is subject to market risk due to its underlying investments in CLOs. The value of CLOs can fluctuate based on factors such as interest rates, credit spreads, and the performance of the underlying loan portfolios. Lower-rated CLOs, like BBB and B, carry higher credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking income and is comfortable with the risks associated with lower-rated CLOs. Investors should understand the complexities of structured credit and be willing to accept potential volatility in their investment.
Market Risk
This ETF may be best suited for sophisticated investors with a high-risk tolerance, rather than long-term investors or passive index followers.
Summary
The Panagram BBB-B CLO ETF provides exposure to CLOs, focusing on the BBB and B rated segments. This ETF is suited for experienced investors, who understand the risks involved with CLOs. Investing in the ETF comes with many risks due to market fluctuations and the potential volatility in the underlying assets. The investor should perform their own due diligence before investing in the ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. The financial landscape is constantly evolving; therefore, any current assessment may require continuous updates and verification.
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.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.