GHMS yields 3.83% · GBDC yields 11.86%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, GHMS + GBDC cover 0 of 12 months — good coverage
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GHMS aims for income by using various proprietary models to invest in fixed income securities including other ETFs. Each fund respectively invests in US and non-US corporate bonds, government securities, and agency and mortgage-backed securities. The underlying ETFs may invest in debt securities of any credit rating or maturity. Utilizing rules-based, quantitative systems in combination with discretionary analysis, the adviser measures market risk to select funds. Adjustments to exposure is based on an analysis supported by proprietary models that may utilize factors, such as momentum and trend, market structure, volatility, cross-asset signals, seasonality, and fundamentals. To hedge duration and interest rate risk, the fund may invest up to 20% of its assets in futures contracts on sovereign bonds or fixed income indexes. The actively managed fund allows the portfolio manager full discretion to adjust the portfolio at any time.
Full GHMS Calculator →Golub Capital BDC, Inc. (GBDC) is a business development company and operates as an externally managed closed-end non-diversified management investment company. It invests in debt and minority equity investments in middle-market companies that are, in most cases, sponsored by private equity investors. It typically invests in diversified consumer services, automobiles, healthcare technology, insurance, health care equipment and supplies, hotels, restaurants and leisure, healthcare providers and services, IT services and specialty retails. It seeks to invest in the United States. It primarily invests in first lien traditional senior debt, first lien one stop, junior debt and equity, senior secured, one stop, unitranche, second lien, subordinated and mezzanine loans of middle-market companies, and warrants.
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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.