Sector exposure

Bank Loan

4 funds with Bank Loan exposure · weighted average allocation 2.7% · 533rd largest sector ranked across tracked funds

Funds
4
Avg weight
2.7%
Sector rank
#533 of 1091
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Top Bank Loan-exposed funds

Sorted by sector weight · 4 funds total
Fund
Manager
Sector weight
1Y return
LA
Lord Abbett Ultra Short Bond Fund
IE0004Q1XZV0
Lord Abbett
4.4%
+5.7%
PB
PGIM Broad Market U.S. High Yield Bond Fund
IE0004CI7A86
PGIM
3.1%
+18%
PA
Payden Absolute Return Bond Fund
IE00027QZ6V3
Payden & Rygel
3%
+4.3%
PC
PIMCO Capital Securities Fund
IE000AR5BLS3
PIMCO
0.3%
+20.5%
Top Bank Loan Holdings Across Funds
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F/C US 2YR NOTE (CBT) JUN26
Unknown
7.24%
in 1 funds
—
ISHARES III PLC - J.P. MORGAN EM LOC. GVT. BND. UCITS ETF USD
Unknown
4.22%
in 1 funds
—
U.S. TREASURY 3.50% 01/31/2028
Unknown
2.63%
in 1 funds
—
UNITED STATES TREAS. 3.5 24-26 30/09S
Unknown
2.53%
in 1 funds
—
RC R/P BARCLA 3.700% 04/01/26
Unknown
2.46%
in 1 funds
—
CREDIT AGRICOLE SA JR SUB COCO 7.25%
Unknown
2.44%
in 1 funds
—
ISHARES II PLC - JPM $ EM BD. UCITS ETF USD
Unknown
1.92%
in 1 funds
—
LLOYDS BANKING GROUP PLC JR SUB RVC 8.50%
Unknown
1.76%
in 1 funds
Conviction Score vs MSCI Benchmark
Fund weight vs MSCI World benchmark (0%)
Lord Abbett Ultra Sh..
+4.4%
PGIM Broad Market U...
+3.1%
Payden Absolute Retu..
+3%
PIMCO Capital Securi..
+0.3%
Performance Chart
Top 4-fund composite (rebased to 100, equal-weighted) Bank Loan ETF (benchmark) Real fund NAV data 2025-05-13 → 2026-04-30
Bank Loan Sector News
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FundBenchmark
Data updated in real-time from FMP, FE fundinfo & MSCI