CLOZ ETF

CLOZ ETF
$26.25
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Fund Essentials - as of Jul 28, 2026

Net Assets
$801M
Expense Ratio
0.50%
Dividend Yield (Current)
7.35%
Holdings
169
Inception Date
Jan 24, 2023
Fund Family
ELDRIDGE
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+2.23%
1 Year+5.37%
3 Year+8.79%

Asset Allocation

Bonds: 86.28%
Cash: 0.02%
Other: 13.70%
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Top Holdings

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TickerNameWeight
-U.S. Bank Money Market Deposit Account12.38%
-Other Assets And Liabilities1.83%
-Madison Park Funding Lxxv Ltd 6.36 2039-01-171.28%
-Coca Cola Co Call Option1.28%
-Rr Ltd Rram 2019 7Ar C1R21.21%
Top 10 Concentration: 23.02%Report Date: Jul 28, 2026
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Dividend Summary

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Dividend Yield (Current)
7.35%
Frequency
Monthly
Latest Distribution
$0.14
Aug 4, 2026
12M Distributions
12 payments
Total: $1.90

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

CLOZ ETF Overview

CLOZ ETF (Eldridge BBB-B CLO ETF) is managed by ELDRIDGE with $800.9M in net assets. CLOZ expense ratio is 0.50%, holding 169 positions across sectors including Financials. Inception date: 2023-01-24.

CLOZ performance shows a YTD return of 2.23%. The 1-year return is 5.37%. CLOZ dividend yield stands at 7.35%, paid monthly.

CLOZ top holdings include U.S. Bank Money Market Deposit Account (12.4%), Other Assets And Liabilities (1.8%), Madison Park Funding Lxxv Ltd 6.36 2039-01-17 (1.3%), Coca Cola Co Call Option (1.3%), Rr Ltd Rram 2019 7Ar C1R2 (1.2%). Go to all CLOZ holdings, CLOZ sectors, or CLOZ dividends.

CLOZ can be compared against other funds. Use CLOZ overlap to find shared positions, or CLOZ vs another fund for a side-by-side view. CLOZ alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+0.50%
YTD
+2.23%
1 Year
+5.37%
3 Year
+8.79%

Top 10 Holdings (23.0% of portfolio)

#TickerNameSectorWeight
1-U.S. Bank Money Market Deposit AccountOther12.38%
2-Other Assets And LiabilitiesOther1.83%
3-Madison Park Funding Lxxv Ltd 6.36 2039-01-17Other1.28%
4-Coca Cola Co Call OptionOther1.28%
5-Rr Ltd Rram 2019 7Ar C1R2Other1.21%
6-Bain 0 07/23/2038Other1.11%
7-Benefit Street Partners Clo Xxvi Ltd 7.2932% 07/20/2037Other1.05%
8-Ares Xxxix Clo Flt 07/39Other0.96%
9-Bain Capital Credit Clo 2024-2 Ltd. 6.51546%Other0.96%
10-Barings Clo Ltd 2019-Ii 7.202% 01/15/2038Other0.96%