PCFI yields 10.61% · DVY yields 4.00%● Live data
📍 PCFI pulled ahead of the other in Year 1
Combined, PCFI + DVY cover 0 of 12 months — good coverage
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What's the optimal mix of PCFI + DVY for your $10,000?
PCFI provides segmented exposure to the North American fixed income market with the intention of exceeding the performance of the broader bank loan market over a credit cycle. It aims to deliver overall total return through investments in high yield, floating rate bank loans and other corporate debt securities of middle market issuers in the US and, partially, in Canada. While it primarily invests in senior secured loans, it will also hold corporate bonds, convertible bonds, and preferred stock that are believed to be undervalued. The fund utilizes value investing with the intention of balancing the risks with the potential reward of discounted securities. It mainly follows a bottom-up investment approach, emphasizing downside protection, with the aim of adding value initially through security selection. The fund will not focus on maturity and duration. The portfolio will typically include 60 to 110 credit instruments.
Full PCFI Calculator →DVY is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in DVY shares.
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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.