EPMV yields 1.47% · ORCC yields 9.79%● Live data
📍 EPMV pulled ahead of the other in Year 8
Combined, EPMV + ORCC cover 0 of 12 months — good coverage
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Harbor Mid Cap Value ETF (EPMV) is a series of the Harbor ETF Trust. The fund seeks long-term total return by investing primarily in equity securities, principally common stocks, of U.S. mid-cap companies that are, in the subadviser’s opinion, out of favor and undervalued at the time of purchase. The ETF uses a systematic, quantitative approach to identify deep-value stocks and aims to provide diversified exposure to the U.S. mid-cap value segment. The fund is managed by LSV Asset Management, known for its academic, risk-aware, and systematic value investing discipline
Full EPMV Calculator →Owl Rock Capital Corporation is a business development company. The fund makes investments in senior secured or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment.
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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.