Alert:
Due to a system outage certain daily data updates as of May 20, 2025 are delayed and will be posted as soon as possible.
Quarterly Update
Watch the investment team recap this quarter.
(Note: Filmed in April 2025).
JHI
About this ETF
An ETF investing in high-quality CLOs which seeks to deliver investors risk-managed access to an asset class that may provide consistent risk-adjusted returns and low correlation to traditional fixed income asset classes while exhibiting low volatility with low downgrade risk.
Why Invest in this ETF
High-Quality Asset Class
A robust asset class during uncertain times, AAA-rated CLOs have endured through the Global Financial Crisis and the COVID-19 pandemic, eliciting growth in the CLO market.
Risk Management
AAA-rated CLOs may help diversify a traditional fixed income portfolio, while exhibiting low volatility and low downgrade risk.
Efficient ETF Structure
Provides exposure to AAA-rated CLO markets historically available only to institutional investors with the lower cost, transparency, and liquidity characteristics of the ETF structure.
RATINGS AND AWARDS
*Designations
NAIC 1.B (2024 preliminary)
Understanding Collateralized Loan Obligations (CLOs)
A combination of key characteristics makes CLOs a compelling
option for today’s investors. Portfolio Manager Jessica Shill explains
how CLOs work, their potential benefits and the active management
strategies employed to navigate the complex market.
