Apollo Diversified Credit Fund (CRDIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.21: the stock has moved about 79% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerApollo Diversified Credit Fund (CRDIX) trades at $21.96. Apollo Diversified Credit Fund (CRDIX) is an asset management firm focused on generating income through investments in diversified credit instruments. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for CRDIX: CRDIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Apollo Diversified Credit Fund (CRDIX) Financial Services Profile
Apollo Diversified Credit Fund (CRDIX) is an asset management firm specializing in diversified credit investments, aiming to generate income for its investors. With a beta of 0.21, it exhibits lower volatility compared to the broader market, positioning it as a relatively stable option within the financial services sector.
What Is the Investment Thesis for CRDIX?
Apollo Diversified Credit Fund presents an investment opportunity driven by its focus on income generation through diversified credit investments. The fund's low beta of 0.21 suggests lower volatility compared to the broader market, potentially appealing to risk-averse investors. Key value drivers include the fund's ability to identify and capitalize on credit opportunities across various market segments. Growth catalysts include increasing demand for income-generating investments and the fund's ability to attract and retain assets under management. Potential risks include credit market volatility, interest rate fluctuations, and the fund's ability to effectively manage risk. The fund's performance is closely tied to the overall health of the credit markets and its ability to generate attractive risk-adjusted returns.
Based on FMP financials and quantitative analysis
CRDIX Key Highlights
Market capitalization of $0.45 billion indicates the fund's size and scale within the asset management industry.
- Beta of 0.21 suggests lower volatility compared to the broader market, potentially appealing to risk-averse investors.
- Focus on diversified credit investments aims to generate current income and capital appreciation.
- Active portfolio management and rigorous credit analysis are key components of the fund's investment strategy.
- Commitment to transparency and clear communication with shareholders.
Who Are CRDIX's Competitors?
CRDIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
| BAM Brookfield Asset Management | $44.85 | +0.65% | $71.6B | 57 5-pillar |
| AMP Ameriprise Financial, Inc. | $490.91 | -0.79% | $44.1B | 77 5-pillar |
| ARES Ares Management Corporation | $117.55 | +0.84% | $38.6B | 57 5-pillar |
| TROW T. Rowe Price Group, Inc. | $104.62 | -1.14% | $22.4B | 80 5-pillar |
| ATHS Athene Holding Ltd. | $23.51 | -0.63% | $18.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CRDIX's Key Strengths?
Experienced management team with expertise in credit markets.
- Diversified investment strategy reduces risk.
- Focus on income generation appeals to income-seeking investors.
What Are CRDIX's Weaknesses?
Reliance on credit market conditions.
- Potential for underperformance during periods of market volatility.
- Limited brand recognition compared to larger asset management firms.
What Are the Key Risks for CRDIX?
Credit market volatility and fluctuations in interest rates.
- Economic downturns and market corrections.
- Increased competition from other asset management firms.
What Are CRDIX's Competitive Advantages?
- Expertise in credit analysis and active portfolio management.
- Diversified investment strategy reduces risk.
- Established relationships with financial advisors and institutional investors.
What Does CRDIX Do?
Apollo Diversified Credit Fund is a financial services company operating within the asset management industry. The fund focuses on generating current income and, secondarily, capital appreciation through investments in a diversified portfolio of credit instruments. These instruments include corporate loans, high-yield bonds, structured credit, and other credit-related assets. The fund aims to provide investors with exposure to a broad range of credit opportunities while managing risk through diversification. Apollo Diversified Credit Fund leverages its investment team's expertise to identify and capitalize on opportunities across various credit markets. The company's investment strategy involves rigorous credit analysis, active portfolio management, and a focus on risk-adjusted returns. The fund seeks to maintain a flexible investment approach, allowing it to adapt to changing market conditions and capitalize on emerging opportunities. Apollo Diversified Credit Fund distributes its shares through various channels, including financial advisors, institutional investors, and direct retail investors. The company is committed to providing transparency and clear communication to its shareholders regarding its investment strategy and performance.
What Products and Services Does CRDIX Offer?
- Invests in a diversified portfolio of credit instruments.
- Focuses on generating current income and capital appreciation.
- Manages risk through diversification and rigorous credit analysis.
- Actively manages its portfolio to capitalize on market opportunities.
- Provides investors with exposure to a broad range of credit markets.
- Distributes shares through financial advisors, institutional investors, and direct retail investors.
How Does CRDIX Make Money?
- Generates revenue through management fees charged on assets under management.
- Earns performance-based fees based on the fund's investment performance.
- Invests in a diversified portfolio of credit instruments to generate income and capital appreciation.
What Industry Does CRDIX Operate In?
Apollo Diversified Credit Fund operates within the asset management industry, which is characterized by increasing demand for diversified investment strategies and income-generating products. The industry is highly competitive, with numerous players offering a wide range of investment solutions. Market trends include the growing popularity of alternative investments, the increasing focus on risk management, and the demand for transparency and clear communication. Apollo Diversified Credit Fund differentiates itself through its focus on diversified credit investments and its commitment to active portfolio management.
Who Are CRDIX's Key Customers?
- Financial advisors seeking income-generating investment solutions for their clients.
- Institutional investors looking for diversified credit exposure.
- Direct retail investors seeking income and capital appreciation.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
CRDIX Financials
Bull Case vs Bear Case
Bull Case
- Experienced management team with expertise in credit markets.
- Diversified investment strategy reduces risk.
- Focus on income generation appeals to income-seeking investors.
- Ongoing: Increasing demand for income-generating investments.
Bear Case
- Reliance on credit market conditions.
- Potential for underperformance during periods of market volatility.
- Limited brand recognition compared to larger asset management firms.
- Potential: Credit market volatility and fluctuations in interest rates.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CRDIX Latest News
No recent news available for CRDIX.
CRDIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CRDIX.
Price Targets
Wall Street price target analysis for CRDIX.
CRDIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CRDIX; grades run from A+ (80-100) to F (below 30).
Leadership: Kevin Alan Shields
CEO
Kevin Alan Shields serves as the CEO of Apollo Diversified Credit Fund. His career spans several decades in the financial services industry, with a focus on asset management and credit markets. Prior to joining Apollo, he held leadership positions at various investment firms, where he oversaw portfolio management, risk management, and investment strategy. He holds an MBA in Finance from a leading business school and is a CFA charterholder. His expertise lies in identifying and capitalizing on opportunities in the credit markets.
Track Record: Under Kevin Alan Shields' leadership, Apollo Diversified Credit Fund has focused on diversifying its credit investments and enhancing its risk management capabilities. He has overseen the implementation of new investment strategies and the expansion of the fund's product offerings. Key milestones include increasing assets under management and improving the fund's overall performance relative to its peers.
CRDIX Financials Stock FAQ
What is Apollo Diversified Credit Fund's credit quality and risk management approach?
Apollo Diversified Credit Fund's credit quality is a key determinant of its investment performance. The fund invests in a diversified portfolio of credit instruments, including corporate loans, high-yield bonds, and structured credit.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.