ESGB yields 5.53% · ORCC yields 9.79%● Live data
📍 ESGB pulled ahead of the other in Year 1
Combined, ESGB + ORCC cover 0 of 12 months — good coverage
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The fund invests at least 80% of its assets in bonds, which include all types of debt securities. The fund generally seeks to invest in a broad portfolio of corporate, government, and mortgage-related and asset-backed securities. The fund will invest at least 80% of its assets in securities that meet MacKay Shields LLC’s (the “Subadvisor”) ESG criteria. The fund will generally seek to maintain a portfolio modified duration to worst within 2.5 years (plus or minus) of the duration of the Bloomberg U.S. Aggregate Bond Index.
Full ESGB 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.