PowerShares Senior Loan Portfolio (BKLN)

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Best Fit Specialty: Fixed Income Funds ETFs

U.S. News evaluated 11 Specialty: Fixed Income Funds ETFs and 2 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Typical
Tracking Error Typical
Bid/Ask Ratio Typical
Holdings Diversity Good

Fund Description

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P/LSTA U.S. Leveraged Loan 100 Index (the "underlying index"). The fund generally will invest at least 80% of its net assets (plus any borrowings for investment purposes) in senior loans that comprise the underlying index. Banks and other lending institutions generally issue senior loans to corporations, partnerships or other entities ("borrowers"). These borrowers operate in a variety of industries and geographic regions, including foreign countries. It is non-diversified.

Fund Snapshot Updated 04.16.2014

Previous Close $24.71 Expense Ratio 0.75%
YTD Return 0.44% Avg. 30-Day Volume 2,792,508
1-Year Return 2.4% Market Cap Loading...
Bid $24.66 Shares Outstanding 300,500,000
Ask $24.67 Dividends $1.03
Top 10 Holdings
First Data Corp (—) 17.85%
Chs / Cmnty Health Sys Inc (—) 12.78%
Clear Channel Communications (—) 12.25%
Reynolds Group Issuer Llc (—) 9.85%
Texas Competitive Elec Hldgs (—) 8.01%
Univision Communications Inc (—) 7.71%
Denali Borrower Llc / Denali F (—) 6.47%
Avaya Inc (—) 5.68%
Hca Inc (—) 4.47%
Virgin Media Secd Fin Plc (—) 4.34%
% of Total Holdings 89.40%

Sector Breakdown

Geographic Breakdown

Best Fit Specialty: Fixed Income Funds

See full rankings for Specialty: Fixed Income Funds