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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- 0.89% -- 93567.80
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 75.00% --

Basic Info

Investment Strategy
--
General
Security Type Closed-End Fund
Equity Style --
Broad Asset Class --
Broad Category --
Global Peer Group Loan Participation Funds
Peer Group Loan Participation Funds
Global Macro Loan Participation Funds
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Apollo Funds
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
2024 *
-0.18%
-4.02%
14.05%
2.21%
18.51%
-16.93%
20.24%
20.77%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
17.56%
10.32%
-4.73%
19.26%
3.46%
12.34%
-13.39%
29.28%
14.53%
3.90%
-11.96%
18.64%
-0.84%
25.90%
-16.55%
26.28%
11.97%
10.69%
-10.05%
23.83%
1.52%
19.36%
-15.48%
30.28%
6.90%
3.88%
-6.95%
16.40%
0.86%
22.88%
-19.17%
29.27%
8.78%
As of July 22, 2024. *Indicates data for the year is incomplete.

Asset Allocation

As of March 31, 2024.
Type % Net
Cash 5.07%
Stock 0.34%
Bond 150.7%
Convertible 0.00%
Preferred 0.10%
Other -56.18%
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Basic Info

Investment Strategy
--
General
Security Type Closed-End Fund
Equity Style --
Broad Asset Class --
Broad Category --
Global Peer Group Loan Participation Funds
Peer Group Loan Participation Funds
Global Macro Loan Participation Funds
US Macro General Domestic Taxable Fixed Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Apollo Funds
Broad Asset Class Benchmark Index
^BBUSATR 100.0%

View Basic Info
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