BKLN (POWERSHARES SENIOR LOAN)

Equity Investment Instruments

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Ex-Div Date Dividend
Yield Shares
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Covestor models holding BKLN

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Dickenson Bay Capital Macro Yield

  • Multi Asset Class
  • Long-Short
  • Global
  • Yield,Value
Performance
  • 3.8%
    90 day
  • 27.8%
    365 days
  • Avg. Sub.
    2.9%
    90 day
Monthly vs S&P500
dickenson bay capital - macro yield
4.3% 12 months
3
2% fee
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401 Advisor Dividend and Income Plus

  • Multi Asset Class
  • Long-Short
  • US
  • Yield
Performance
  • 1.5%
    90 day
  • 7.9%
    365 days
  • Avg. Sub.
    1.2%
    90 day
Monthly vs S&P500
401 advisor - dividend and income plus
-15.7% 12 months
3
1.5% fee
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Beckerman Institutional Asset Allocation

  • Multi Asset Class
  • ETF Asset Allocation
  • Global
Performance
  • 1.5%
    90 day
  • 18.8%
    365 days
  • Avg. Sub.
    -
    90 day
Monthly vs S&P500
beckerman institutional - asset allocation
-8.2% S.I.
2
1% fee

Covestor models in the same sector

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Eric Steiman Undervalued Opportunities

  • Equity
  • Long-Short
  • Global
  • Multi Cap
  • Value
Performance
  • 56.8%
    90 day
  • 114.1%
    365 days
  • Avg. Sub.
    56.2%
    90 day
Monthly vs S&P500
eric steiman - undervalued opportunities
115.7% 12 months
5
1.5% fee
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Dan Plettner Taxable Income

  • Multi Asset Class
  • Long-Only
  • Global
  • Yield
Performance
  • 3.5%
    90 day
  • 23.1%
    365 days
  • Avg. Sub.
    3.1%
    90 day
Monthly vs S&P500
dan plettner - taxable income
-0.1% 12 months
2
1% fee
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Atlas Capital Broad ETF

  • Equity
  • Long-Only
  • Global
  • Multi Cap
Performance
  • 3.3%
    90 day
  • 24.1%
    365 days
  • Avg. Sub.
    3.1%
    90 day
Monthly vs S&P500
atlas capital - broad etf
1.8% 12 months
3
1% fee
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Sizemore Capital Strategic Growth Allocation

  • Multi Asset Class
  • ETF Asset Allocation
  • Global
Performance
  • 3.4%
    90 day
  • 19.7%
    365 days
  • Avg. Sub.
    2.9%
    90 day
Monthly vs S&P500
sizemore capital - strategic growth allocation
-3.8% 12 months
3
1% fee
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Island Light Harbor Series Aggressive

  • Multi Asset Class
  • ETF Asset Allocation
  • Global
Performance
  • 3.5%
    90 day
  • 11.0%
    S.I.
  • Avg. Sub.
    2.9%
    90 day
Monthly vs S&P500
island light harbor series - aggressive
-5.8% S.I.
3
0.25% fee

Important Information

1. Past performance is no guarantee of future results.

2. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.

4. All graph data is as of the end of day for the referenced period, unless otherwise specified.