FLRT : Pacific Global Senior Loan ETF

FLRT is a Bond Market High Yield Bond with MODERATE fees.

FLRT

Pacific Global Senior Loan ETF

FI Score

30 /100

Expense Ratio Rating

8 /10

Expense Rating

3 /10

Market Score

1 /10

Category Score

0 /10

Market Size

1 /10

30% FI Score
  • flrt
  • ETF
  • Bond
  • High Yield Bond

Pacific Global Senior Loan ETF

Expenses: 0.68% (Better than 1% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks to provide a high level of current income. The fund seeks to achieve its investment objective by selecting a focused portfolio comprised primarily of income producing floating rate loans and floating rate debt securities. Under normal circumstances, it will invest at least 80% of its net assets (plus any borrowings for investment purposes) in floating rate loans and other floating rate debt securities and in derivatives or other instruments that have economic characteristics similar to such securities (such as swap agreements, including, but not limited to, total return swaps, credit default swaps, and interest rate swaps).

Largest Holdings

Amount Holding
1.80% Intelsat Jackson T/L B 6% 11/30/2023
1.77% Berry Global (Berry Plastics) T/L W 2.22163% 10/03/2022
1.76% Advanced Disposal T/L B 3% 11/10/2023
1.76% Jaguar Holding (Pharmaceutical Product) T/L B 3.5% 08/18/2022
1.75% Dun & Bradstreet T/L (Star Merger) 4.17375% 02/06/2026
1.75% Financial & Risk T/L B (Refinitiv/Thompson Reuters) 3.65363% 10/01/2025
1.74% Charter Communications Operating T/L B2 2.16% 02/01/2027
1.73% Hca T/L B-12 (09/19) 2.15363% 03/13/2025
1.73% Kronos T/L B 3.32963% 11/01/2023
1.71% Tempo Acquisition T/L B 3.15363% 05/01/2024

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