XAI Floating Rate & Alternative Income Trust

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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
512
Number of holdings512
Inception Date
Sep 27, 2017
Inception DateSep 27, 2017

What's in this fund

Sectors

As of May 31, 2026
Securitized Bonds51.26%
Corporate Bonds45.29%
Cash and Equivalents3.45%

Top 10 Holdings (12.07% of total assets)

As of May 31, 2026
NameSymbol% Assets
Invesco Shrt-Trm Inv Treasury Instl2.92%
Rr 19 LTD/Rr 19 LLC 0.13315%1.36%
Ticp CLO XV Ltd. 0.09813%1.31%
OCP CLO 2024-36 Ltd. 0.1112%1.03%
REGATTA FUNDING LTD 2022-19 0.1393%0.99%
OAKTREE CLO LTD 2022-1 0.07933%0.97%
Neuberger Berman Clo XIV Ltd. 0.10275%0.88%
APIDOS CLO XLVIII LTD 0.06417%0.88%
OHA Credit Partners XII, Ltd. 0.06066%0.87%
APIDOS CLO XLIX LTD 0.1466%0.86%

XFLT Key Statistics

AUM
348.33M
AUM348.33M
Price-Earnings ratio
-4.66
Price-Earnings ratio-4.66
30-Day yield
30-Day yield
Average volume
76.96K
Average volume76.96K
High today
$18.06
High today$18.06
Low today
$17.89
Low today$17.89
Open price
$17.90
Open price$17.90
Volume
24.48K
Volume24.48K
52 Week high
$28.50
52 Week high$28.50
52 Week low
$14.93
52 Week low$14.93
Expense ratio
4.24
Expense ratio4.24

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.