Investing Center Preview – Manage your investments and watch your net worth grow.


PowerShares Senior Loan Portfolio – BKLN ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
23.18-0.02 (-0.10%)21.75 - 23.73126.9 thousand (Below Avg)

Market data as of 10:47AM 07/29/16. Quotes are delayed by at least 15 min.

Overview - BKLN

The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P/LSTA U.S. Leveraged Loan 100 Index (the "underlying index"). The fund generally will invest at least 80% of its net assets (plus any borrowings for investment purposes) in senior loans that comprise the underlying index. Banks and other lending institutions generally issue senior loans to corporations, partnerships or other entities ("borrowers"). These borrowers operate in a variety of industries and geographic regions, including foreign countries.

Previous Close23.20
Day's Range23.17 - 23.20
Avg Volume (10 Day)2.1M
Total Assets$4.53B
Expense Ratio0.65%
Yield (Trailing 12 Mo.)4.41%
Fund Inception03/03/2011

Trailing Total Returns - BKLN

as of 06/30/2016
TimeframeBKLNS&P 500Bank Loan
1 Month-0.20%0.26%-0.30%
3 Month2.48%2.46%1.82%
1 Year0.41%3.99%0.51%
3 Year1.64%11.66%2.02%
5 Year2.94%12.10%2.94%
10 Year--7.42%--
Since Inception2.76%10.45%--

Stock Sector Allocation - BKLN

as of 06/30/2016
Basic Materials --
Consumer Cyclical --
Financial Services --
Real Estate --
Consumer Defensive --
Healthcare --
Utilities --
Communication Services --
Energy --
Industrials --
Technology --

Bond Credit Quality - BKLN

as of 06/30/2016
AA 0.00%
A 0.00%
Below B
Not Rated

Top Ten Holdings - BKLN

as of 06/30/2016
CompanyYTD Return% of Assets
1011778 Bc Ulc Frn 12/10/2021--1.70%
Petsmart Inc Frn 3/11/2022--1.67%
Avago Technolog 02/01/21--1.56%
Csc Holdings, Llc 10/09/22--1.50%
Otahuhu Base Load Electr June18--1.50%
Avago Technologies Cayman Finance 02/01/23--1.49%
Valeant Pharma Frn 04/01/22--1.49%
Rpi Finance Trust Frn 11/9/2020--1.35%
Davita Healthcare Partners Inc. 06/24/21--1.26%
Albertson's Llc 08/25/2021--1.24%

Valuation & Growth - BKLN

as of 06/30/2016
ValuationBKLNCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - BKLN, 3 Year

Ratingvs Category
ReturnBelow Avg
Key:  Lo 

Risk Analysis - BKLN, 3 Year

Standard Deviation3.06
Sharpe Ratio0.52

Tax Analysis - BKLN, 3 Year Avg

Pretax Return1.64%
Tax-adjusted Return-0.16%
Tax Cost Ratio1.77%
Potential Cap Gains-10.93%

Create an Online Investing Center Account After Purchasing Premier

Create an Account

Track your Investing Portfolio wherever you use the web.
New charts and graphs make managing your investments easy.
Evaluate stocks with step-by-step tools such as One-Click Scorecard, which lets you analyze investments based on leading strategies such as Robert Hagstrom's The Warren Buffet Way.

Track Your Portfolio Performance Online With Flexible Tools

Portfolio Performance

Track the performance of any of your portfolios.
Chart your portfolio and compare it to up to 10 other stocks, mutual funds, or benchmarks.
Analyze individual holding performance grouped by asset class.

Assess Your Risk vs. Return Potential Against Multiple Models

Risk vs. Return

Get detailed analysis of the risks and returns for all of your portfolios.
Compare your portfolio's asset allocation to the model portfolio of your choice.
Optimize your portfolio by maintaining the most efficient ratio of risk to returns with your asset allocation.

Assess Your Sector Exposure for One or More Portfolio Holdings

Sector Exposure

See the sector distribution of your portfolio and compare it to the model portfolio of your choice.
Read a concise summary of the areas where your portfolio differs most from the model.
Review a detailed sector breakdown for all assets in your portfolio.

Check Your Portfolios for Holding Overlap and View Options for Changes

Holdings Overlap

Select a portfolio to see how its holdings overlap with all of your holdings or a specific portfolio.
The Top 10 Holdings takes into account mutual fund assets giving you a clear idea of your exposure to an individual security.

Set Alerts to Monitor Your Portfolios

Portfolio Alerts

Select the portfolios or watchlists to monitor market changes throughout the day.
Set alerts when the value rises or falls to a specific level, or when the percent change is greater than the specified amount.

Track Security Performance by Using Symbol Alerts

Stock Alerts

Receive alerts on Stocks, Mutual Funds, ETFs, and Indices by entering a symbol.
Customize alerts by price, volume, or specific events like dividends, splits or earnings.

Proprietary One-Click Scorecard Methodology Provides In-Depth Company Analysis

One-Click Scorecard

Get opinions and detailed analysis from multiple independent sources.
Evaluate potential investment candidates and eliminate those equities that aren't up to snuff.
Learn more about the criteria and see how the company measures up in each category against its industry average.

Analyze Companies by Evaluating Various Company Fundamentals

Stock Evaluator

Assess the growth, financial health, management performance, market multiples and intrinsic value of a company.
Compare each fundamental against the industry average and learn more about what performance in each fundamental means.

How do your investments compare?

Use Quicken Premier 2016 to track stocks and manage your entire portfolio.

View all your investments in one place

Track and analyze portfolio performance

Balance your portfolio with one click

Free Shipping