ZHOG yields 5.23% · GBDC yields 11.85%● Live data
📍 GBDC pulled ahead of the other in Year 1
Combined, ZHOG + GBDC cover 0 of 12 months — good coverage
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ZHOG aims to maximize total return through a value-based, unconstrained approach to investing in the US fixed-income market. It looks for undervalued government, corporate, and municipal debt securities, convertibles, commercial papers, mortgage- or asset-backed, preferred stocks, and cash equivalents. Positions are opportunistically initiated in response to changing market dynamics, political shifts, economic trends, interest rate changes, and credit risk analysis. However, during challenging markets, it may temporarily adopt a defensive position, resulting in limitless allocations to cash and prime cash equivalents. The fund invests in securities of any maturity and credit quality, with non-investment grades capped at 20%. The fund may enter lending transactions. Derivatives may also be used to enhance returns. Holdings are sold for more attractive securities or when the portfolio requires repositioning. Before January 2, 2026, the fund traded under the ticker XFIX.
Full ZHOG 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.