Opinions
Larry Berman CFA, CMT, CTA
BMO AAA CLO ETF
ZAAA-NE
BUY
Sep 15, 2025
N/A
Stock price when the opinion was issued
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It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
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RISKY
Good way to get income with low correlation to market?
AAA-rated collateralized loan obligations. A way to get an enhanced yield without taking on a lot of interest rate risk, because the structure is floating rate in a sense. Fine in a stable environment.
However, there is credit risk. If we go through a time where credit spreads widen, it will be a drag on this ETF. Yield is 5.36%.
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Is triple-A rated, collateralized loan obligations, a way to generate an enhanced yield without taking much interest rate risk. There is a credit risk, though, if credit spreads widen. Generates a nice return in a stable environment. The dividend is 5.36%.