XFLT

ETF / Mutual Fund
Nyse American
XAI Octagon Floating Rate & Alternative Income Term Fund
Financials
Price Chart
Overview

About XFLT

XAI Octagon Floating Rate & Alternative Income Trust is a diversified, closed-end management investment company which primarily invests in a dynamically managed portfolio of floating-rate credit instruments and other structured credit investments within the private markets. The Trust's investment objective is to seek attractive total return with an emphasis on income generation across multiple stages of the credit cycle.

AUM
$395.5M
Volume
2.4M
Avg. Volume
2.1M
Expense Ratio
1.07%

Top Holdings

APIDOS CLO XLVIII LTD 0.1536%
1.17%
ELMWOOD CLO XIV LTD 0.22663%
1.06%
Apidos Clo Xlviii Ltd. Warehouse
0.91%
GENERATE CLO 12 LTD 0.16751%
0.91%
CARLYLE US CLO 2019-4 LTD 0.19451%
0.91%

Sector Allocation

Other100.00%

Country Allocation

Other100.00%

Fund Information

Exchange
Nyse American
Sector
Financials
Industry
Asset Management
Latest News for XFLT
Risk & Correlation Analysis
Market Correlation
0.22
Low Correlation
Volatility
Low (0.13)
Relative to market

Macro Factor Sensitivities

Interest Rates
Low Sensitivity
Inflation
Low Sensitivity
GDP Growth
Low Sensitivity
Liquidity
Low Sensitivity
Commodity Prices
Low Sensitivity
Credit Quality
Medium Sensitivity
Portfolio Impact
Forecasts & Predictions

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1-Month Target
$XXX.XX
+X.X% Potential
3-Month Target
$XXX.XX
+X.X% Potential
12-Month Target
$XXX.XX
+X.X% Potential

Technical Analysis

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AI Sentiment Analysis

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Key Statistics
AUM$395.5M
Volume2.4M
Expense Ratio1.07%

PortfolioPilot Analysis

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Pricing info last updated June 18, 2025 (after market close)Other info last updated April 2, 2025