QMJ yields 2.92% · GBDC yields 11.85%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, QMJ + GBDC cover 0 of 12 months — good coverage
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The investment seeks investment results, before fees and expenses, that track the S&P 500Â 150/50 Quality 0.30% Decrement Index. The fund, under normal circumstances, invests at least 80% of its net assets (plus borrowing for investment purposes) in securities that comprise the Long Component of the index or shares of exchange-traded funds ("ETFs") on the Long Component of the index. The index consists of a portfolio that has 150% long exposure to the S&P 500Â Quality Index (the "Long Component") and 50% short (or inverse) exposure to the S&P 500Â Quality - Lowest Quintile Index (the "Short Component"). It is non-diversified.
Full QMJ 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.