Home › Compare › FYMRX vs ORCC
FYMRX yields 3.78% · ORCC yields 9.79%● Live data
📍 FYMRX pulled ahead of the other in Year 2
Combined, FYMRX + ORCC cover 0 of 12 months — good coverage
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What's the optimal mix of FYMRX + ORCC for your $10,000?
The fund invests at least 80% of assets in Fidelity® Funds (including mutual funds and ETFs) that invest in securities of issuers that the Adviser believes have proven or improving sustainability practices based on an evaluation of such issuer’s individual environmental, social, and governance (ESG) profile and in Fidelity® index funds that track an ESG index. Allocating assets according to a neutral asset allocation strategy in which 70% of the fund’s assets are allocated to underlying Fidelity® U.S. and international equity mutual funds and ETFs and 30% to underlying Fidelity® bond mutual funds and ETFs.
Full FYMRX 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.