Home › Compare › FIMIX vs ORCC
FIMIX yields 2.73% · ORCC yields 9.79%● Live data
📍 FIMIX pulled ahead of the other in Year 4
Combined, FIMIX + ORCC cover 0 of 12 months — good coverage
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What's the optimal mix of FIMIX + ORCC for your $10,000?
The fund normally invests at least 80% of its assets in investment-grade municipal securities whose interest is exempt from federal and Minnesota personal income taxes. It manages the fund to have similar overall interest rate risk to an index designed to represent Fidelity Management & Research Company's view of how the fund's competitive universe will perform over time. The fund allocates assets across different market sectors and maturities. It is non-diversified.
Full FIMIX 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.