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BondBloxx Private Credit CLO ETF (PCMM)
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Upturn Advisory Summary
10/24/2025: 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 2.59% | Avg. Invested days 117 | 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 10/24/2025 |
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 (ticker not available) focuses on investing in Collateralized Loan Obligations (CLOs) within the private credit market, aiming to provide exposure to this asset class. It is designed for investors seeking potentially higher yields compared to traditional fixed-income investments.
Reputation and Reliability
BondBloxx is a relatively new entrant in the ETF market, specializing in fixed-income ETFs. Its reputation is growing, although its track record is still developing.
Management Expertise
BondBloxx's management team possesses experience in fixed income and structured credit markets, focusing on providing targeted exposure to different segments.
Investment Objective
Goal
The primary investment goal is to provide current income by investing in a portfolio of private credit CLOs.
Investment Approach and Strategy
Strategy: The ETF aims to provide exposure to CLOs without tracking a specific index. Its strategy involves actively selecting CLOs that meet certain credit quality and yield criteria.
Composition The ETF's assets consist primarily of CLOs, which are securitizations of leveraged loans. The composition will be diversified across different CLO tranches and issuers.
Market Position
Market Share: Data unavailable, as ETF is new and specific market share is difficult to determine without official reporting.
Total Net Assets (AUM): Data unavailable, as ETF is new and AUM is not publicly available.
Competitors
Key Competitors
- JAAA
- CLOZ
- KIO
Competitive Landscape
The competitive landscape is dominated by established CLO ETFs. The BondBloxx ETF offers targeted exposure to specific segments, but its success depends on its ability to generate competitive returns and attract assets. Advantages could include a focused investment strategy or lower expense ratio, while disadvantages may arise from its limited track record and smaller size.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's recent inception.
Benchmark Comparison: Benchmark comparison is not applicable as the ETF doesn't track a specific index.
Expense Ratio: Data unavailable, as ETF is new and Expense Ratio is not publicly available.
Liquidity
Average Trading Volume
Average trading volume data is unavailable due to the ETF's recent inception.
Bid-Ask Spread
Bid-ask spread data is unavailable due to the ETF's recent inception.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and the performance of the leveraged loan market will influence the ETF's performance. Changes in credit spreads and investor sentiment towards CLOs will also play a significant role.
Growth Trajectory
The growth trajectory depends on the ETF's ability to attract assets and generate competitive returns. Strategic adjustments to the portfolio composition and marketing efforts will be key to its success.
Moat and Competitive Advantages
Competitive Edge
The BondBloxx Private Credit CLO ETF aims to provide targeted exposure to the private credit CLO market. Its focused investment strategy and experienced management team could offer a competitive advantage. The ETF aims to deliver potentially higher yields compared to traditional fixed income. Success hinges on effective CLO selection and risk management.
Risk Analysis
Volatility
Volatility data is not yet available due to the ETF's recent launch. CLOs, being relatively illiquid and complex assets, inherently carry greater risk.
Market Risk
The ETF is subject to market risk, including credit risk associated with the underlying loans and liquidity risk related to CLO trading. Changes in interest rates and economic conditions can also impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is sophisticated, understands CLOs, and seeks higher income potential with tolerance for higher risk.
Market Risk
The ETF is likely more suitable for long-term investors with a high risk tolerance, as CLOs are complex investments. It's not suitable for passive index followers.
Summary
The BondBloxx Private Credit CLO ETF offers targeted exposure to the CLO market, aiming for higher yields. As a new ETF, historical data is limited, but it is designed for sophisticated investors. Its success relies on effective CLO selection and risk management. Given the inherent risks of CLOs, a thorough understanding is essential before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BondBloxx Website
- ETF.com
- FactSet
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. The information is based on available data and may be subject to change. Investors should conduct their own due diligence before making any investment decisions.
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.
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.