IMVP yields 8.95% · MAIN yields 7.09%● Live data
📍 MAIN pulled ahead of the other in Year 1
Combined, IMVP + MAIN cover 0 of 12 months — good coverage
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Principal Investment Strategies Change will be effective on or about February 23, 2026 (the Effective Date).. The Fund generally will invest at least 90% of its total assets in securities that comprise the New Underlying Index, as well as American depositary receipts (ADRs) and global depositary receipts (GDRs) that represent securities in the New Underlying Index.PIN aims for broad exposure to Indian stocks, eliminating only the bottom decile that dont pass its yield and quality screens. The index starts with stocks traded on National Stock Exchange of India, and then ranks them by trailing 12-month yield and removes the bottom 10%. The index also ranks by quality, a combination of profitability (return on assets, asset turnover and accruals) and leverage ratio, and removes the bottom 10%. (Financial firms use ROA only for quality.) Stocks are market-cap-weighted, subject to some position limits. Individual positions are capped at 10% for largest stock, 9% for 2nd etc. on through the top 6 names, subject to a cap of 40% total for individual positions greater than 5%. The index is reviewed semi-annually. Note: Prior to June 24, 2019 the fund tracked the Indus India Index, which differed with respect to its screens.
Full IMVP Calculator →Main Street Capital Corporation is a business development company specializes in equity capital to lower middle market companies. The firm specializing in recapitalizations, management buyouts, refinancing, family estate planning, management buyouts, refinancing, industry consolidation, mature, later stage emerging growth. The firm also provides debt capital to middle market companies for acquisitions, management buyouts, growth financings, recapitalizations and refinancing. The firm seeks to partner with entrepreneurs, business owners and management teams and generally provides one stop financing alternatives within its lower middle market portfolio. It prefers to invest in air freight and logistics, auto components, building products, chemicals, commercial services, computers, construction and engineering, consumer finance, consumer services, electronic equipment, energy equipment and services, financial services, health care equipment, health care providers, hotels, restaurants, and leisure, internet software and services, IT Services, machinery, oil, gas and consumable fuels, paper and forest products, professional and industrial services, road and rail, software, specialty retail, telecommunication, consumer discretionary, energy, materials, technology, and transportation. The firm typically invests in lower middle market companies generally with annual revenues between $5 million and $300 million. It prefers to invest in ranging between $2 million and $75 million in equity investment and enterprise value in ranging between $3 million and $20 million. The firm typically prefers to invest in the range of $5 million and $50 million per transaction in debt investment value and in the range of $1 million and $20 million in annual EBITDA. The firm's middle market debt investments are made in businesses that are generally larger in size than its lower middle market portfolio companies. It takes 5 percent minority and up to 50 percent majority equity investments. Main Street Capital Corporation was founded in 2007 and is based in Houston, Texas with an additional office in Chojnów, Poland.
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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.