STMB yields 4.46% · GBDC yields 11.86%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, STMB + GBDC cover 0 of 12 months — good coverage
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The investment seeks to track the investment results of the Russell US Mid Cap Factors Blend Style Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is designed to select equity securities from the Russell Midcap Index, with exposure to five equity style factors (momentum, quality, value, size and low volatility) while maintaining a level of risk similar to that of the parent index. It is non-diversified.
Full STMB 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.