Reckoner BBB-B CLO ETF (RCLO) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.70: the stock has moved about 70% more 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 AnswerReckoner BBB-B CLO ETF (RCLO) trades at $24.98. Reckoner BBB-B CLO ETF (RCLO) focuses on income and capital preservation through investments in USD-denominated collateralized loan obligations (CLOs). Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for RCLO: RCLO does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Reckoner BBB-B CLO ETF (RCLO) Financial Services Profile
Reckoner BBB-B CLO ETF (RCLO) seeks income and capital preservation by investing in USD-denominated CLOs, primarily focusing on floating-rate CLOs rated BBB+ to B-. As an actively managed ETF, RCLO offers flexibility in adjusting holdings and navigating the complexities of the CLO market, within the financial services sector.
What Is the Investment Thesis for RCLO?
RCLO presents an investment opportunity for those seeking exposure to the CLO market with a focus on income generation. The fund's active management approach allows for strategic adjustments to its portfolio based on market conditions and credit quality assessments. Key value drivers include the fund's ability to identify and invest in undervalued CLOs, generate consistent income streams, and manage credit risk effectively. Potential growth catalysts include increased investor demand for CLOs, favorable interest rate environments, and successful security selection. However, investors should be aware of potential risks, such as credit downgrades, market volatility, and regulatory changes. With a market cap of $0.03 billion and a beta of 1.70, RCLO exhibits moderate volatility and sensitivity to market movements.
Based on FMP financials and quantitative analysis
RCLO Key Highlights
RCLO focuses on USD-denominated collateralized loan obligations (CLOs) rated BBB+ to B-.
- The fund may invest up to 70% in CLOs rated BB+ or lower, providing flexibility in asset allocation.
- RCLO employs a bottom-up approach to select investments, emphasizing issuer management and collateral quality.
- The fund is actively managed, allowing for adjustments to holdings based on market conditions.
- RCLO has a market capitalization of $0.03 billion and a beta of 1.70.
Who Are RCLO's Competitors?
RCLO 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 | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
| BAM Brookfield Asset Management | $44.85 | +0.65% | $71.6B | 58 5-pillar |
| AMP Ameriprise Financial, Inc. | $490.91 | -0.79% | $44.1B | 76 5-pillar |
| ARES Ares Management Corporation | $117.55 | +0.84% | $38.6B | 56 5-pillar |
| TROW T. Rowe Price Group, Inc. | $104.62 | -1.14% | $22.4B | 84 5-pillar |
| ATHS Athene Holding Ltd. | $23.51 | -0.63% | $18.8B | 55 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are RCLO's Key Strengths?
Focus on income generation and capital preservation.
- Active management approach.
- Flexibility to invest in different CLO segments.
- Experienced investment team.
What Are RCLO's Weaknesses?
Exposure to credit risk and market volatility.
- Reliance on the performance of underlying loans.
- Potential for liquidity constraints in the CLO market.
- Relatively small market capitalization.
What Are the Key Risks for RCLO?
Credit downgrades and defaults impacting CLO values.
- Economic recession and market downturn reducing CLO performance.
- Regulatory changes and increased scrutiny affecting the CLO market.
- Competition from other asset managers offering similar products.
What Are RCLO's Competitive Advantages?
- Expertise in CLO investing and credit analysis.
- Active management approach allows for strategic adjustments.
- Flexibility to invest in different segments of the CLO market.
- Established track record in generating income and managing risk.
What Does RCLO Do?
Reckoner BBB-B CLO ETF (RCLO) was established to provide investors with exposure to the collateralized loan obligation (CLO) market, focusing on income generation and capital preservation. The fund invests primarily in USD-denominated CLOs rated between BBB+ and B-, which are structured credit products backed by pools of senior secured loans, senior unsecured loans, and subordinate corporate loans. RCLO's strategy involves a bottom-up approach to security selection, emphasizing a thorough review of issuer management, CLO structure, collateral quality, and cash flow dynamics. The ETF's investment scope includes both primary and secondary market purchases, allowing for flexibility in sourcing attractive opportunities. While the fund concentrates on floating-rate CLOs within its target rating range, it retains the discretion to allocate up to 70% of its assets to CLOs rated BB+ or lower and up to 10% to CLOs rated above BBB+. This active management approach enables RCLO to adapt to changing market conditions and potentially capitalize on undervalued assets. The fund may also invest in other similar ETFs, enhancing diversification and liquidity. RCLO operates within the asset management industry, providing a specialized investment vehicle for accessing the CLO market.
What Products and Services Does RCLO Offer?
- Invests in USD-denominated collateralized loan obligations (CLOs).
- Targets CLOs rated BBB+ to B-.
- May invest up to 70% in CLOs rated BB+ or lower.
- May invest up to 10% in CLOs rated above BBB+.
- Purchases CLOs from both primary and secondary markets.
- Applies a bottom-up approach to select investments.
- Actively manages its portfolio to adjust holdings based on market conditions.
- May invest in other similar ETFs.
How Does RCLO Make Money?
- Generates income from interest payments on CLOs.
- Seeks capital preservation through careful security selection and risk management.
- Employs active management to optimize portfolio performance.
- Charges management fees to investors.
What Industry Does RCLO Operate In?
RCLO operates within the asset management industry, specifically focusing on the CLO market. The CLO market is influenced by factors such as interest rates, credit spreads, and economic growth. The competitive landscape includes other asset managers offering CLO-focused investment products. RCLO differentiates itself through its active management approach and focus on BBB+ to B- rated CLOs. The asset management industry is experiencing growth driven by increasing demand for alternative investment strategies and income-generating assets. However, regulatory changes and market volatility pose challenges for industry participants.
Who Are RCLO's Key Customers?
- Institutional investors seeking exposure to the CLO market.
- Individual investors looking for income-generating assets.
- Wealth managers seeking to diversify client portfolios.
- Pension funds and endowments seeking stable returns.
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 an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -0.4%.
RCLO Financials
Bull Case vs Bear Case
Bull Case
- Focus on income generation and capital preservation.
- Active management approach.
- Flexibility to invest in different CLO segments.
- Experienced investment team.
Bear Case
- Exposure to credit risk and market volatility.
- Reliance on the performance of underlying loans.
- Potential for liquidity constraints in the CLO market.
- Relatively small market capitalization.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
RCLO Latest News
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Why CLOs Offer More Stable Yield Potential Than Corporate Credit
etftrends.com · Aug 28, 2026
RCLO Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for RCLO.
Price Targets
Wall Street price target analysis for RCLO.
RCLO MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for RCLO; grades run from A+ (80-100) to F (below 30).
Leadership: Jared Finsterbusch
CEO
Jared Finsterbusch is the CEO of Reckoner BBB-B CLO ETF. His professional background includes extensive experience in the financial services industry, with a focus on structured credit products and asset management. Prior to joining Reckoner, he held senior positions at leading investment firms, where he was responsible for managing CLO portfolios and developing investment strategies. He holds an MBA in Finance and is a CFA charterholder.
Track Record: Under Jared Finsterbusch's leadership, Reckoner BBB-B CLO ETF has focused on income generation and capital preservation through strategic investments in CLOs. He has overseen the fund's active management approach, emphasizing security selection and risk management. Key milestones include navigating market volatility and maintaining consistent income streams for investors.
Common Questions About RCLO (Financials)
What are the main risks for RCLO?
The main risks for RCLO include credit risk, market risk, and liquidity risk. Credit risk refers to the potential for borrowers to default on their loan obligations, which could negatively impact the value of the CLOs held by the fund. Market risk refers to the potential for changes in interest rates and credit spreads to affect CLO prices.
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.
- The CLO market is complex and subject to change, which could impact the fund's investment strategy and returns.