Our ratings rely on a 1-5 scoring system with total scores aggregated into an overall rating which we've labeled:
Platinum
Gold
Silver
Bronze
Investors are encouraged to seek platinum and gold investments while avoiding bronze.
Criteria
|
Senior Loan Portfolio
|
SPDR Blackstone GSO
|
Senior Loan Fund
|
Pyxis/iBoxx Senior Loan ETF
|
Symbol
|
BKLN
|
SRLN
|
FTSL
|
SNLN
|
Inception
|
3/3/11
|
4/4/13
|
5/1/13
|
11/7/12
|
Return
(ETFdatabase)
|
||||
YTD
|
0.68%
|
0.14%
|
0.96%
|
0.99%
|
1 Year
|
3.10%
|
3.80%
|
||
3 Year
|
14.44%
|
|||
GP Score
|
4
|
1
|
4
|
4
|
Expenses
|
0.66%
|
0.90%
|
0.85%
|
0.55%
|
GP
Score
|
4
|
2
|
2
|
5
|
Portfolio
|
||||
Rate
|
4.14%
|
4.34%
|
||
SEC Yield 30 Day
|
4.16%
|
2.81%
|
3.29%
|
5.16%
|
GP
Score
|
4
|
3
|
3
|
3
|
Credit Profile
|
||||
CCC or unrated
|
9%
|
1%
|
2.5%
|
|
Non-Investment Grade above
CCC
|
84%
|
86%
|
85%
|
|
GP
Score
|
5
|
5
|
5
|
4
|
Profile
|
||||
Size $mil
|
$7,418
|
$614
|
$171
|
$146
|
GP Score
|
5
|
4
|
3
|
3
|
GP Overall Score
|
22
|
15
|
17
|
19
|
Level
|
Platinum
|
Silver
|
Silver
|
Gold
|
