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Upturn AI SWOT - About
Panagram Bbb-B Clo ETF (CLOZ)
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Upturn Advisory Summary
07/14/2025: 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 25.89% | Avg. Invested days 155 | 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 07/14/2025 |
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 Collateralized Loan Obligations (CLOs) rated BBB to B, aiming to provide income by investing in the debt tranches of these CLOs.
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.
Management Expertise
Management expertise focuses on structured credit markets, with experience in CLO investments and portfolio management.
Investment Objective
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
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.
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.
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