B
CION Ares Diversified Credit Fund Class L Shares
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings I-39755 Click to
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Rating B
Reward Index Good
Reward Grade B-
Risk Index Good
Risk Grade B-
Company Info I-39755 Click to
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Provider CION Ares Management
Manager/Tenure (Years) Mitch Goldstein (9), Michael Smith (2), Samantha Milner (0)
Website --
Fund Information I-39755 Click to
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Fund Name CION Ares Diversified Credit Fund Class L Shares
Category Private Debt - Direct Lending
Sub-Category Fixed Income Miscellaneous
Prospectus Objective Multisector Bond
Inception Date Nov 02, 2017
Open/Closed To New Investors Open
Minimum Initial Investment 2,500.00
Minimum Subsequent Investment 100.00
Front End Fee 0.04
Back End Fee --
Dividends and Shares I-39755 Click to
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Dividend Yield 8.42%
Dividend I-39755 Click to
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Dividend Yield (Forward) 2.68%
Asset Allocation I-39755 Click to
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Cash -45.93%
Stock 0.24%
U.S. Stock 0.24%
Non-U.S. Stock 0.00%
Bond 135.40%
U.S. Bond 74.40%
Non-U.S. Bond 61.00%
Preferred 7.90%
Convertible 0.00%
Other Net 2.39%
Price History I-39755 Click to
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7-Day Total Return 0.29%
30-Day Total Return 0.90%
60-Day Total Return 1.13%
90-Day Total Return 0.77%
Year to Date Total Return 0.60%
1-Year Total Return 2.20%
2-Year Total Return 11.04%
3-Year Total Return 23.28%
5-Year Total Return 34.85%
Price I-39755 Click to
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Closing Price --
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1-Month High Price --
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NAV I-39755 Click to
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Nav $23.71
1-Month Low NAV $23.68
1-Month High NAV $23.72
52-Week Low NAV $23.67
52-Week Low NAV (Date) Jul 30, 2026
52-Week High NAV $25.24
52-Week High Price (Date) Oct 01, 2025
Beta / Standard Deviation I-39755 Click to
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Beta --
Standard Deviation 2.25
Balance Sheet I-39755 Click to
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Total Assets 4.54B
Operating Ratios I-39755 Click to
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Expense Ratio 7.33%
Turnover Ratio 30.08%
Performance I-39755 Click to
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Last Bull Market Total Return 4.23%
Last Bear Market Total Return -3.90%