KKR Income Opportunities Fund shows a technical breakout with momentum passing the engine's gate, but the quality composite sits far below the floor with a Piotroski F-Score of 0/9, the asymmetry indicator flags upside as exhausted, and the risk composite sits at its maximum reading alongside an extreme flagged dividend metric.
Thesis pillars
- Quality Below Floor→Stable
- Technical Breakout Momentum→Stable
- Exhausted Upside Asymmetry→Stable
- +2 more pillars — see the Why tab for full reasoning
KKR Income Opportunities Fund (KIO) Stock Analysis
Inst Constrain edge
Financial Services · Asset Management
Sell if holding. Engine safety override at $10.98: Quality below floor (0.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.5/10. Specifically: Below-average business quality; Negative price momentum.
KKR Income Opportunities Fund is a close ended fixed income mutual fund launched by Kohlberg Kravis Roberts & Co. L.P. The fund is managed by KKR Asset Management LLC. It invests in fixed income markets and hedging markets across the globe. The fund primarily invests in first-... Read more
Sell if holding. Engine safety override at $10.98: Quality below floor (0.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.5/10. Specifically: Below-average business quality; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.5/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.
Thesis
Key Metrics
Quality Signals
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers·3 ceiling hits
Quality below the gate floor. Component breakdown shows what dragged the score down.static
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $10.98: Quality below floor (0.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.5/10. Specifically: Below-average business quality; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $10.76. Score 5.5/10, moderate confidence.
Take-profit target: $11.23 (+2.3% upside). Prior stop was $10.76. Stop-loss: $10.76.
Quality below floor (0.9 < 4.0).
KKR Income Opportunities Fund trades at a P/E of 11.3 (forward N/A). TrendMatrix value score: 8.7/10. Verdict: Sell.
What does KKR Income Opportunities Fund do?KKR Income Opportunities Fund is a close ended fixed income mutual fund launched by Kohlberg Kravis Roberts & Co. L.P....
KKR Income Opportunities Fund is a close ended fixed income mutual fund launched by Kohlberg Kravis Roberts & Co. L.P. The fund is managed by KKR Asset Management LLC. It invests in fixed income markets and hedging markets across the globe. The fund primarily invests in first- and second-lien secured loans, unsecured loans and high yield corporate debt instruments. It employs fundamental analysis, with a focus on dynamic hedging strategies to create its portfolio. KKR Income Opportunities Fund was formed on March 17, 2011 and is domiciled in the United States.