IHYD yields 7.97% · ORCC yields 9.79%● Live data
📍 IHYD pulled ahead of the other in Year 1
Combined, IHYD + ORCC cover 0 of 12 months — good coverage
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What's the optimal mix of IHYD + ORCC for your $10,000?
The investment seeks to track the investment results (before fees and expenses) of the Invesco High Yield Defensive Index (the "underlying index"). The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. The underlying index is designed to provide exposure to U.S. corporate bonds having the highest "quality scores" within an eligible universe of U.S. high yield bonds (commonly known as "junk bonds") and bonds with the lowest credit rating considered investment grade, all as determined by the index provider. The fund is non-diversified.
Full IHYD 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.