None of the 29 investors followed here reported a position in BKLN in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a BKLN trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.2 | -2.6 | 1.0 | 0.8 | -0.5 | -0.5 | 0.1 | 0.9 | -0.7 | 0.2 | −2.5% | ||
| 2025 | -0.1 | -0.4 | -1.2 | 0.1 | 0.7 | 0.3 | 0.0 | -0.0 | 0.0 | -0.1 | 0.1 | 0.4 | −0.3% |
| 2024 | -0.8 | 0.5 | 0.1 | -0.5 | 0.3 | -0.4 | -0.2 | 0.3 | -0.3 | -0.1 | 0.6 | -0.2 | −0.5% |
| 2023 | 2.8 | -0.8 | -0.7 | 0.4 | -1.3 | 2.1 | -0.2 | 0.4 | -0.5 | -0.9 | 0.5 | 1.3 | +3.2% |
| 2022 | -0.5 | -1.0 | 0.0 | -1.0 | -2.3 | -3.8 | 3.5 | 0.0 | -3.7 | 2.6 | 0.5 | -1.4 | −7.1% |
| 2021 | -0.3 | -0.1 | -0.3 | 0.1 | 0.2 | -0.2 | -0.5 | 0.5 | -0.1 | -0.1 | -1.3 | 1.4 | −0.8% |
| 2020 | -0.9 | -2.7 | -7.0 | 2.5 | 1.8 | -0.0 | 1.4 | 1.1 | -0.6 | -1.1 | 2.4 | 1.2 | −2.4% |
| 2019 | 3.0 | 1.6 | -0.7 | 1.5 | -1.4 | 0.1 | 0.7 | -0.9 | -0.1 | -0.8 | 0.2 | 1.6 | +4.8% |
| 2018 | 0.8 | -0.6 | 0.1 | -0.1 | -0.5 | -0.4 | 0.5 | 0.2 | 0.5 | -0.7 | -1.5 | -3.9 | −5.5% |
| 2017 | -0.3 | 0.3 | -0.5 | 0.1 | 0.1 | -0.7 | 0.6 | -0.6 | 0.1 | -0.2 | -0.3 | -0.0 | −1.4% |
| 2016 | -1.0 | -0.3 | 2.7 | 1.6 | -0.1 | -0.4 | 1.0 | 0.1 | -0.1 | -0.1 | -0.2 | 1.0 | +4.3% |
| 2015 | -0.2 | 0.9 | -0.4 | 0.4 | -0.2 | -1.4 | -0.4 | -1.3 | -1.5 | -0.2 | -1.3 | -1.3 | −6.8% |
| 2014 | 0.1 | -0.2 | -0.2 | -0.3 | 0.4 | 0.2 | -1.0 | 0.5 | -1.8 | 0.4 | -0.1 | -1.3 | −3.4% |
| 2013 | 0.6 | -0.6 | 0.4 | 0.4 | -0.4 | -1.3 | 0.8 | -0.9 | -0.2 | 0.6 | -0.0 | 0.2 | −0.4% |
| 2012 | 2.6 | 0.2 | 0.5 | 0.0 | -1.8 | 1.0 | 0.8 | 0.8 | 0.7 | -0.4 | -0.5 | 1.1 | +4.9% |
| 2011 | 0.6 | -0.8 | -1.0 | -0.5 | -6.5 | -0.4 | 4.3 | -0.4 | -0.4 | −5.2% |
The fund generally will invest at least 80% of its total assets in the components of the index. Strictly in accordance with its guidelines and mandated procedures Morningstar, Inc. (“Morningstar” or the “index provider”) compiles, maintains and calculates the underlying index, which tracks the market value weighted performance of the largest institutional leveraged loans based on market weightings, spreads and interest payments.