GMOV yields 1.95% · ORCC yields 4.00%● Live data
📍 ORCC pulled ahead of the other in Year 1
Combined, GMOV + ORCC cover 0 of 12 months — good coverage
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What's the optimal mix of GMOV + ORCC for your $10,000?
GMOV aims for total return by investing in undervalued securities within the US stock market. The fund employs a combination of proprietary quantitative analysis and historical comparisons to evaluate stocks based on key financial indicators, such as asset valuation, cash flow, and future earnings potential. This evaluation process supports informed decisions about position sizes and sector allocations, while also integrating ESG criteria to avoid industries like cluster munitions and thermal coal. GMOV maintains a focus on US companies, ensuring at least 80% of its assets are linked to this market, which allows for potential concentration in specific sectors. To enhance liquidity, the fund can invest in the GMO US Treasury Fund and other money market instruments, enabling adjustments to market conditions.
Full GMOV Calculator →ORCC is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in ORCC shares.
Full ORCC Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.