CCFE yields 0.02% · ARCC yields 10.82%● Live data
📍 ARCC pulled ahead of the other in Year 1
Combined, CCFE + ARCC cover 0 of 12 months — good coverage
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CCFE is an actively managed ETF, investing in equity securities including common stock, preferred stock, REITs, and ADRs. The fund may hold stocks of any capitalization but targets mid-cap companies. The selection process begins with an equity universe from the US and Canada, employing qualitative and quantitative analysis to pinpoint undervalued companies due to temporary market misperceptions. The investment process involves bottom-up fundamental analysis, assessing intrinsic value through financial modeling focused on financial health, growth prospects, future earnings, cash flow, and dividends. High-quality companies with adept management and solid capital strategies are prioritized. Typically, a portfolio of 20-30 companies is selected using a proprietary ranking system evaluating quality, valuation, and timing. Position weights are adjustable, with top ten holdings potentially exceeding 50% of net assets.
Full CCFE Calculator →Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies. It also makes growth capital and general refinancing. It prefers to make investments in companies engaged in the basic and growth manufacturing, business services, consumer products, health care products and services, and information technology service sectors. The fund will also consider investments in industries such as restaurants, retail, oil and gas, and technology sectors. It focuses on investments in Northeast, Mid-Atlantic, Southeast and Southwest regions from its New York office, the Midwest region, from the Chicago office, and the Western region from the Los Angeles office. The fund typically invests between $20 million and $200 million and a maximum of $400 million in companies with an EBITDA between $10 million and $250 million. It makes debt investments between $10 million and $100 million The fund invests through revolvers, first lien loans, warrants, unitranche structures, second lien loans, mezzanine debt, private high yield, junior capital, subordinated debt, and non-control preferred and common equity. The fund also selectively considers third-party-led senior and subordinated debt financings and opportunistically considers the purchase of stressed and discounted debt positions. The fund prefers to be an agent and/or lead the transactions in which it invests. The fund also seeks board representation in its portfolio companies.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.