SMEZ yields 2.66% · ORCC yields 9.79%● Live data
📍 SMEZ pulled ahead of the other in Year 4
Combined, SMEZ + ORCC cover 0 of 12 months — good coverage
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The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the EURO STOXX Small Index that tracks the performance of small capitalization Eurozone equity securities. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in depositary receipts (including ADRs or GDRs) based on securities comprising the index. The index is designed to provide a representation of small companies across the Eurozone.
Full SMEZ 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.