HWAY yields 1.21% · ORCC yields 9.79%● Live data
📍 ORCC pulled ahead of the other in Year 1
Combined, HWAY + ORCC cover 0 of 12 months — good coverage
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HWAY is a passively managed ETF with a broad infrastructure theme. The fund provides exposure to US companies that generate at least 50% of their revenue from business operations involved with building materials, equipment, logistics, construction, and engineering services used for the development and maintenance of infrastructure projects. The selection process begins with an index universe comprised of securities of various market capitalization, denominated and headquartered in the US, that meet market-cap and liquidity requirements. Only one share class of each company is included. The fund identifies companies meeting the infrastructure theme based on the FactSet RBICS industry classification of Transportation Infrastructure Construction, Transportation Operators, Telecommunication Infrastructure, Water and Energy Infrastructure, Infrastructure Materials and Components, Infrastructure Construction, and Construction Machinery. The fund selects the top 100 securities by market cap, setting a cap limit of 4.5%. The fund is rebalanced semi-annually.
Full HWAY 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.