XAI Octagon Floating Rate and Alternative Income Trust Common Shares of Beneficial Interest

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About XFLT

XAI Octagon Floating Rate Alternative Income Term Trust is a diversified, closed-end management investment company. It invests invests in a dynamically managed portfolio of floating-rate credit instruments and other structured credit investments within the private markets. 

Category
Bank Loan
CategoryBank Loan
Number of holdings
535
Number of holdings535
Inception Date
Sep 27, 2017
Inception DateSep 27, 2017

What's in this fund

Sectors

As of December 31, 2025
Securitized Bonds50.88%
Corporate Bonds48.03%
Cash and Equivalents1.09%

Top 10 Holdings (10.14% of total assets)

As of December 31, 2025
NameSymbol% Assets
Ticp CLO XV Ltd. 0.1217%1.51%
Neuberger Berman Clo XIV Ltd. 0.16366%1.16%
Invesco Shrt-Trm Inv Treasury Instl1.08%
REGATTA FUNDING LTD 2022-19 0.12894%1.04%
OAKTREE CLO LTD 2022-1 0.1156%1.00%
APIDOS CLO XLIX LTD 0.16508%0.97%
OHA Credit Partners XII, Ltd. 0.07419%0.87%
APIDOS CLO XLVIII LTD 0.08928%0.85%
Rr 19 LTD/Rr 19 LLC 0.12983%0.84%
ROCKLAND OK CLO 2021 0.11821%0.82%

XFLT Key Statistics

AUM
392.96M
AUM392.96M
Price-Earnings ratio
33.51
Price-Earnings ratio33.51
30-Day yield
30-Day yield
Average volume
536.49K
Average volume536.49K
High today
$4.40
High today$4.40
Low today
$4.33
Low today$4.33
Open price
$4.36
Open price$4.36
Volume
437.16K
Volume437.16K
52 Week high
$6.64
52 Week high$6.64
52 Week low
$4.33
52 Week low$4.33
Expense ratio
4.24
Expense ratio4.24

XFLT News

TipRanks 5d
XAI Octagon Trust Redeems Series II Preferred Shares

The latest announcement is out from XAI Octagon Floating Rate & Alternative Income Term Trust ( (XFLT) ). XAI Octagon Floating Rate & Alternative Income Term T...

Average Annual Return

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All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when sold, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. Options are risky and aren’t suitable for all investors. To learn more about risks, read the Options Disclosure Document.