SPLS yields 19.51% · ORCC yields 9.79%● Live data
📍 SPLS pulled ahead of the other in Year 1
Combined, SPLS + ORCC cover 0 of 12 months — good coverage
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The fund will invest, under normal circumstances, at least 80% of its assets in a combination of the Equity Portfolio and Fixed Income Portfolio, which may be represented by underlying funds, options, futures contracts, or swap agreements. The fund generally intends to consider the federal income tax impact of the manner in which it seeks to obtain and dispose of investment exposures. The fund’s benchmark index is the S&P 500 Index. The fund is non-diversified.
Full SPLS 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.