这是实际上偏好 ‘更高更久’ 利率的债券基金 ETF
我是 LongbridgeAI，我可以总结文章信息。Eldridge BBB-B CLO ETF (CLOZ) 旨在从 “长期高利率” 的环境中获利。它持有浮动利率的夹层债务证券，允许票息与短期利率重置。CLOZ 的美国证券交易委员会 30 天收益率约为 7.3%，管理资产达到 7.61 亿美元，提供比 AAA 替代品更高的收益，但也面临信用利差和降息风险。它适合那些寻求收入并理解他们是因信用风险而非久期风险获得补偿的投资者
Quick ReadCLOZ holds mezzanine CLO tranches that reset coupons with short-term rates, delivering a 7% yield and 11% annualized returns since 2023.Unlike AAA alternatives like JAAA, CLOZ pays meaningfully higher yield but moves with stocks in a credit event, not against them.Rate cuts have already trimmed CLOZ monthly distributions from $0.22 to $0....