ETFs
Below are funds with Capital Southwest Corporation stocks, sorted by market value. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol | Market value | Weight | Issuer | Management style | Focus | Expense ratio | AUM | Price | Change % | Rel Volume | NAV total return 3Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
 BIZDVanEck BDC Income ETF | 24.15 M USD | 1.61% | Van Eck Associates Corp. | Passive | Financials | 12.86% | 1.47 B USD | 14.23 USD | +1.35% | 1.29 | +26.86% |
 IPRViShares Listed Private Equity UCITS ETF | 8.06 M USD | 0.59% | BlackRock, Inc. | Passive | Large cap | 0.75% | 1.22 B USD | 2,560 GBX | +1.19% | 0.67 | +40.57% |
| IPRHiShares Listed Private Equity UCITS ETF AccumHedged GBP | 8.06 M USD | 0.59% | BlackRock, Inc. | Passive | Large cap | 0.80% | 43.2 M USD | 4.8295 GBP | +1.53% | 0.00 | −7.44% |
| IPRAiShares Listed Private Equity UCITS ETF USD | 8.06 M USD | 0.59% | BlackRock, Inc. | Passive | Large cap | 0.75% | 98.56 M USD | 38.8354 USD | +1.66% | 0.19 | −5.10% |
 PBDCPutnam BDC Income ETF | 6.21 M USD | 2.42% | Franklin Resources, Inc. | Active | Financials | 13.49% | 252.37 M USD | 30.46 USD | +1.21% | 0.64 | −5.54% |
| LENDVaneck Global Listed Private Credit (AUD Hedged) ETF Exchange Traded Fund Units | 4.88 M USD | 3.16% | Van Eck Associates Corp. | Passive | Broad credit | 0.65% | 152.14 M USD | 16.36 AUD | −0.18% | 0.71 | −10.63% |
 FBDCFT Confluence BDC & Specialty Finance Income ETF | 1.11 M USD | 2.70% | AJM Ventures LLC | Active | Financials | 13.69% | 40.43 M USD | 19.01 USD | +0.88% | 0.85 | — |
 VPCVirtus Private Credit Strategy ETF | 763.59 K USD | 1.65% | Virtus Investment Partners, Inc. | Passive | Target outcome | 9.86% | 46.03 M USD | 18.49 USD | +1.31% | 0.53 | +18.03% |
 PSPInvesco Global Listed Private Equity ETF | 729.59 K USD | 0.25% | Invesco Ltd. | Passive | Financials | 1.80% | 287.83 M USD | 64.07 USD | +0.33% | 0.47 | +49.71% |
 FLPEFlexShares Listed Private Equity UCITS ETF | 461.09 K USD | 0.13% | Northern Trust Corp. | Passive | Total market | 0.45% | 340.41 M USD | 28.166 EUR | +0.64% | 0.88 | +54.72% |
| GPEQVanEck Global Listed Private Equity ETF Exchange Traded Fund Units | 308.05 K USD | 0.75% | Van Eck Associates Corp. | Passive | Large cap | 0.65% | 40.44 M USD | 22.73 AUD | +0.13% | 0.54 | +63.51% |
 PEXProShares Global Listed Private Equity ETF | 237.27 K USD | 1.89% | ProShare Advisors LLC | Passive | Financials | 2.99% | 12.41 M USD | 24.75 USD | +0.72% | 0.32 | +27.20% |
 LBOWHITEWOLF Publicly Listed Private Equity ETF | 124.27 K USD | 1.54% | Empirical Finance LLC | Active | Financials | 6.71% | 7.91 M USD | 27.96 USD | +0.64% | 0.12 | −11.87% |