SRHQ yields 0.78% · GBDC yields 11.85%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, SRHQ + GBDC cover 0 of 12 months — good coverage
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The index is intended to capture the performance of U.S. companies that exhibit consistent and moderate revenue growth but do not trade at excessive valuations. The Advisor attempts to invest all, or substantially all, of its assets in the common stocks that make up the index. Under normal circumstances, it invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of issuers that are principally traded in the United States.
Full SRHQ 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.