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BondBloxx Private Credit CLO ETF (PCMM)
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Upturn Advisory Summary
08/14/2025: PCMM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.99% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 47.80 - 51.72 | Updated Date - |
52 Weeks Range 47.80 - 51.72 | Updated Date - |
Upturn AI SWOT
BondBloxx Private Credit CLO ETF
ETF Overview
Overview
The BondBloxx Private Credit CLO ETF (XCLR) seeks to provide current income by investing primarily in U.S. dollar-denominated, investment-grade CLO securities.
Reputation and Reliability
BondBloxx is a relatively new ETF issuer focused on fixed income strategies, known for its targeted exposure offerings.
Management Expertise
The management team possesses experience in fixed income markets, with a focus on credit analysis and structured products.
Investment Objective
Goal
Seeks to provide current income by investing in investment-grade CLO securities.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but rather employs an active management strategy within the CLO market.
Composition The ETF holds a portfolio of U.S. dollar-denominated, investment-grade CLO tranches.
Market Position
Market Share: XCLR's market share within the CLO ETF segment is growing as it is a relatively new fund.
Total Net Assets (AUM): 40960000
Competitors
Key Competitors
- JHCD (Janus Henderson AAA CLO ETF)
- JAAA (Janus Henderson B-BBB CLO ETF)
Competitive Landscape
The CLO ETF market is still developing, with a few key players holding the majority of assets. XCLR differentiates itself by offering exposure specifically to private credit CLOs. The advantage of the product is that it is a relatively new ETF and can be advantageous to investors looking for niche ETF's in the ETF Market. The disadvantage of this ETF is the fact that it is relatively new and is still developing.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's recent inception.
Benchmark Comparison: A direct benchmark comparison is difficult as the ETF does not track a specific index.
Expense Ratio: 0.46
Liquidity
Average Trading Volume
The average trading volume for XCLR is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting good market accessibility.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, and credit market sentiment all influence the performance of CLOs and the ETF.
Growth Trajectory
The ETF's growth is dependent on investor demand for CLO exposure and BondBloxx's ability to effectively manage the portfolio.
Moat and Competitive Advantages
Competitive Edge
XCLR's competitive edge lies in its specialized focus on private credit CLOs, offering investors targeted exposure to this asset class. BondBloxx leverages its expertise in fixed income ETFs to provide a cost-effective solution for accessing the CLO market. This niche focus can appeal to investors seeking diversification within their fixed income portfolios. The ETF's active management allows for potential outperformance compared to passive CLO strategies. The fund targets investment-grade CLOs, potentially reducing credit risk.
Risk Analysis
Volatility
CLOs, while investment grade, can exhibit moderate volatility due to their structured nature and exposure to underlying corporate loans.
Market Risk
Market risk stems from potential credit downgrades, changes in interest rates, and broader economic downturns that could impact the performance of underlying loans within CLOs.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking current income, diversification within fixed income, and exposure to the CLO market. They should have a moderate risk tolerance and understand the complexities of structured credit products.
Market Risk
This ETF may be suitable for long-term investors seeking income, as well as active traders who can capitalize on short-term price movements.
Summary
The BondBloxx Private Credit CLO ETF (XCLR) provides exposure to investment-grade CLOs, focusing on private credit. It is actively managed and seeks to provide current income. As a relatively new fund, it has a smaller market share compared to its competitors. The ETF is most suitable for investors seeking income and diversification within fixed income with a moderate risk tolerance. Investors should be cognizant of the complexities of CLO market dynamics as it relates to the macroeconomic environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BondBloxx Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should consult with a financial advisor before making any investment decisions. Data is based on available information and may be subject to change.
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 BondBloxx Private Credit CLO ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in private credit collateralized loan obligations ("CLOs"). A CLO is a type of asset backed security supported by interest and principal payments generated from a pool of loans, which may include, among others, U.S. and non-U.S. senior secured loans and subordinated corporate loans and privately placed loans. The fund is non-diversified.
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