ORFN yields 10.34% · GBDC yields 11.85%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, ORFN + GBDC cover 0 of 12 months — good coverage
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The fund, under normal circumstances, invests at least 80% of its assets in the securities that comprise the index. The index includes free-float market capitalization weighted companies and is comprised of U.S.-listed stocks and ADRs of companies whose primary business is in a sector or sub-sector (each, an “Orphaned Sector”) that is commonly “orphaned”, discarded, or excluded by ESG -centric mutual funds and ETFs registered under the “1940 Act”. The fund is non-diversified.
Full ORFN 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.