IROC yields 5.07% · ORCC yields 9.79%● Live data
📍 IROC pulled ahead of the other in Year 1
Combined, IROC + ORCC cover 0 of 12 months — good coverage
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Invesco Rochester High Yield Municipal ETF (fund) is an actively managed exchange-traded fund (ETF) that seeks current income exempt from federal income tax. The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 75% of its net assets in higher yielding municipal securities, specifically medium-and-lower grade municipal securities. The fund will normally maintain a weighted average portfolio duration of less than 7.5 years.Effective February 24, 2025, The Fund will invest at least 75% of its total assets in low-to medium-quality municipal securities. The Fund’s name will change to “Invesco Rochester High Yield Municipal ETF.” As a result of this change, the Fund will also change its ticker to “IROC.”Effective July 1, 2025 through June 30, 2026, Invesco Capital Management LLC (the “Adviser”) will voluntarily waive 100% of its management fee, 0.39%, for the Fund. The Net Expense Ratio for the Fund through June 30, 2026 is 0.00%.
Full IROC 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.