Home › Compare › PTRMX vs ORCC
PTRMX yields 3.70% · ORCC yields 9.79%● Live data
📍 PTRMX pulled ahead of the other in Year 3
Combined, PTRMX + ORCC cover 0 of 12 months — good coverage
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What's the optimal mix of PTRMX + ORCC for your $10,000?
The investment seeks a high level of current interest income that is substantially exempt from regular federal income taxes and is consistent with preservation of capital. The fund invests at least 80% of its net assets in investment-grade quality municipal securities that pay interest that is exempt from regular federal income tax. It may invest up to 20% of its net assets in below investment-grade municipal securities as well as up to 20% of its net assets in securities that produce income subject to federal income tax. The fund may invest up to 20% of its net assets in other investment companies, including closed-end funds and ETFs.
Full PTRMX 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.