IMFD yields 8.01% · GBDC yields 11.85%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, IMFD + GBDC cover 0 of 12 months — good coverage
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What's the optimal mix of IMFD + GBDC for your $10,000?
The investment seeks to track the investment results (before fees and expenses) of the Invesco Multi-Factor Defensive Core Index (the "underlying index"). The fund generally will invest at least 80% of its total assets in securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles and maintains the underlying index, which is designed to provide multi-factor exposure to fixed income securities. The underlying index is an index of other indexes and is comprised of component securities of such indexes (each, a "sub-index"). It is non-diversified.
Full IMFD 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.