Home › Compare › FUNDX vs ORCC
FUNDX yields 4.36% · ORCC yields 9.79%● Live data
📍 FUNDX pulled ahead of the other in Year 2
Combined, FUNDX + ORCC cover 0 of 12 months — good coverage
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The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs. The Advisor actively manages the fund's portfolio using a proprietary investment strategy called Upgrading, which seeks to capture global market trends. The Advisor invests in the underlying funds that the fund's manager considers to be in sync with current market leadership.
Full FUNDX 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.