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TAKAX US​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings
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  • Home
  • AI Agent
  • Annotations
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  • Pricing and plans
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    Terms of servicePrivacy policy
  • Get the full experience

    We save the real magic for signed-in users.

TAKAX US​
HomeStock ScreenerDocument SearchChartingWatchlistsRecent Filings

Carlyle Tactical Private Credit Fund(TAKAX US)

$7.94+0.000.00%(After Hours · 21:00:00 UTC)
Ask AI
Doc SearchProfileEntity StructureFinancialsChartingEmployees

Overview

ProfileEntity Structure

Documents

SEC Filings

Carlyle Tactical Private Credit Fund(TAKAX US)

$7.94+0.000.00%(After Hours · 21:00:00 UTC)
Ask AI
Doc SearchProfileEntity StructureFinancialsChartingEmployees

Overview

ProfileEntity Structure

Documents

SEC Filings

Financials & Metrics

FinancialsChartingEmployees

Financials & Metrics

FinancialsChartingEmployees

Carlyle Tactical Private Credit Fund — Fund Profile

Closed-ended fixed income fund generating current income through private credit instruments. Employs an opportunistic allocation strategy across liquid credit (broadly syndicated loans), direct lending (first lien, second lien, unitranche, mezzanine), opportunistic credit, structured credit (including CLOs), and real assets credit. Co-managed by OppenheimerFunds and The Carlyle Group. Approximately $4.46 billion in total assets. Targets institutional investors and high-net-worth individuals.

Exchange
NASDAQ
CEO
Brian Marcus
Headquarters
New York, NY, US
IPO Date
Aug 3, 2020
Website
carlyle.com

Key Metrics

Price
$7.98
Market Cap
$2.31B
Beta
0.09

Summary

Closed-ended fixed income fund generating current income through private credit instruments. Employs an opportunistic allocation strategy across liquid credit (broadly syndicated loans), direct lending (first lien, second lien, unitranche, mezzanine), opportunistic credit, structured credit (including CLOs), and real assets credit. Co-managed by OppenheimerFunds and The Carlyle Group. Approximately $4.46 billion in total assets. Targets institutional investors and high-net-worth individuals.

Website
carlyle.com
Location
New York, NY, US
Phone833-677-3646
CEOBrian Marcus
Publishing DateAug 3, 2020

Ask AI

Fund overview
Objective, strategy, and asset class.
Performance & returns
Historical returns vs benchmark.
Expense ratio & fees
Total cost and fee structure.
Manager & process
Portfolio managers and process.
Manager tenure & team
Leadership stability and depth.
Benchmark fit
How well benchmark matches strategy.
Share classes & minimums
Class options and investment minimums.
Performance chart
Fund price over the last five years.

Latest Documents

SEC Filings(387)

Expand
  • SC 13G/ACarlyle Tactical Private Credit Fund07:02PM
  • N-23C3ANotice of intention to redeem securities (investment companies)15 Sep
  • SC 13G/ACarlyle Tactical Private Credit Fund11 Sep
  • Form 4Corebridge Financial, Inc.11 Sep
  • N-PXAnnual report of proxy voting record28 Aug
  • NPORT-PPortfolio holdings (monthly)25 Aug
  • 40-17GFidelity bond filing21 Aug
  • N-CSRSSemi-annual report (investment companies)21 Aug
  • SC 13G/ACarlyle Tactical Private Credit Fund11 Aug
  • N-23C-2Notice of intention to redeem securities7 Aug
  • SC 13G/ACarlyle Tactical Private Credit Fund5 Aug
  • D<ITEMS>06c26 Jun
  • SC 13G/ACarlyle Tactical Private Credit Fund24 Jun
  • Form 4THRIVENT FINANCIAL FOR LUTHERANS24 Jun
  • 424B3Prospectus filing (Rule 424(b)(3))23 Jun
  • N-23C3ANotice of intention to redeem securities (investment companies)16 Jun
  • NPORT-PPortfolio holdings (monthly)1 Jun
  • SC 13G/ACarlyle Tactical Private Credit Fund14 May
  • 486BPOSPost-effective amendment (closed-end investment companies)28 Apr
  • SC 13G/ACarlyle Tactical Private Credit Fund7 Apr

Key Stats

Trading

Px/Chg 1D$7.98 / -0.13%
52 Wk H$8.38
52 Wk L$7.98
Avg Volume0.00
Beta0.09
Mkt Cap2.31B

Estimates

P/EN/A

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PIMCO Flexible Municipal Income Fund

PMFLX US

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FXAIX US

Vanguard Glb Small-Cp Idx Ins Pl € Acc

0P00011OE2 GF

Vanguard Total Bond Market II Index Fund

VTBNX US

Vanguard Institutional Index Fund

VIIIX US

Strategic Advisers Fidelity U.S. Total Stock Fund

FCTDX US

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Oaktree Diversified Income Fund Inc.

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Carlyle Tactical Private Credit Fund — Fund Profile

Closed-ended fixed income fund generating current income through private credit instruments. Employs an opportunistic allocation strategy across liquid credit (broadly syndicated loans), direct lending (first lien, second lien, unitranche, mezzanine), opportunistic credit, structured credit (including CLOs), and real assets credit. Co-managed by OppenheimerFunds and The Carlyle Group. Approximately $4.46 billion in total assets. Targets institutional investors and high-net-worth individuals.

Exchange
NASDAQ
CEO
Brian Marcus
Headquarters
New York, NY, US
IPO Date
Aug 3, 2020
Website
carlyle.com

Key Metrics

Price
$7.98
Market Cap
$2.31B
Beta
0.09

Summary

Closed-ended fixed income fund generating current income through private credit instruments. Employs an opportunistic allocation strategy across liquid credit (broadly syndicated loans), direct lending (first lien, second lien, unitranche, mezzanine), opportunistic credit, structured credit (including CLOs), and real assets credit. Co-managed by OppenheimerFunds and The Carlyle Group. Approximately $4.46 billion in total assets. Targets institutional investors and high-net-worth individuals.

Website
carlyle.com
Location
New York, NY, US
Phone833-677-3646
CEOBrian Marcus
Publishing DateAug 3, 2020

Ask AI

Fund overview
Objective, strategy, and asset class.
Performance & returns
Historical returns vs benchmark.
Expense ratio & fees
Total cost and fee structure.
Manager & process
Portfolio managers and process.
Manager tenure & team
Leadership stability and depth.
Benchmark fit
How well benchmark matches strategy.
Share classes & minimums
Class options and investment minimums.
Performance chart
Fund price over the last five years.

Latest Documents

SEC Filings(387)

Expand
  • SC 13G/ACarlyle Tactical Private Credit Fund07:02PM
  • N-23C3ANotice of intention to redeem securities (investment companies)15 Sep
  • SC 13G/ACarlyle Tactical Private Credit Fund11 Sep
  • Form 4Corebridge Financial, Inc.11 Sep
  • N-PXAnnual report of proxy voting record28 Aug
  • NPORT-PPortfolio holdings (monthly)25 Aug
  • 40-17GFidelity bond filing21 Aug
  • N-CSRSSemi-annual report (investment companies)21 Aug
  • SC 13G/ACarlyle Tactical Private Credit Fund11 Aug
  • N-23C-2Notice of intention to redeem securities7 Aug
  • SC 13G/ACarlyle Tactical Private Credit Fund5 Aug
  • D<ITEMS>06c26 Jun
  • SC 13G/ACarlyle Tactical Private Credit Fund24 Jun
  • Form 4THRIVENT FINANCIAL FOR LUTHERANS24 Jun
  • 424B3Prospectus filing (Rule 424(b)(3))23 Jun
  • N-23C3ANotice of intention to redeem securities (investment companies)16 Jun
  • NPORT-PPortfolio holdings (monthly)1 Jun
  • SC 13G/ACarlyle Tactical Private Credit Fund14 May
  • 486BPOSPost-effective amendment (closed-end investment companies)28 Apr
  • SC 13G/ACarlyle Tactical Private Credit Fund7 Apr

Key Stats

Trading

Px/Chg 1D$7.98 / -0.13%
52 Wk H$8.38
52 Wk L$7.98
Avg Volume0.00
Beta0.09
Mkt Cap2.31B

Estimates

P/EN/A

Related companies

Vanguard €z Stk Idx € Acc

0P00000MO4 GF

Vanguard Japan Stock Index Fund Investor EUR Accumulation

0P00001QSE GF

Vanguard Eurozone Stock Index Fund Investor EUR Accumulation

0P00000W6B GF

PIMCO Flexible Municipal Income Fund

PMFLX US

Fidelity 500 Index Fund

FXAIX US

Vanguard Glb Small-Cp Idx Ins Pl € Acc

0P00011OE2 GF

Vanguard Total Bond Market II Index Fund

VTBNX US

Vanguard Institutional Index Fund

VIIIX US

Strategic Advisers Fidelity U.S. Total Stock Fund

FCTDX US

Schwab Prime Advantage Money Fund

SWVXX US

Wilmington Mid-Cap Growth Fund

VMCPX US

Oaktree Diversified Income Fund Inc.

ODIDX US