BDCs income funds
Business development companies that lend to private middle-market firms. Ranked by DT Score (income quality), then yield.
26
Active funds
11.8%
Median forward rate
1%
Median Earned % (1Y)
26
Funds with a DT Score
| Fund | Category | Fwd rate | 12m yield | 1Y total ret. | Earned % 1Y | Upside capt. | Downside capt. | Tracking | DT Score | Momentum | Trend |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CSWC Capital Southwest | BDC | 10.0% | 11.0% | +26.7% | 205% | 84% | 65% | – | 72 | 38 | Downtrend |
| TRIN Trinity Capital | BDC | 11.5% | 12.4% | +38.9% | 253% | 92% | 63% | – | 70 | 70 | Uptrend |
| GAIN Gladstone Investment | BDC | 6.5% | 6.5% | +13.8% | 205% | 77% | 63% | – | 69 | 28 | Downtrend |
| GLAD Gladstone Capital | BDC | 10.1% | 10.2% | +11.7% | 112% | 101% | 91% | – | 67 | 84 | Uptrend |
| MAIN Main Street Capital | BDC | 12.1% | 8.1% | +7.8% | 96% | 109% | 100% | – | 62 | 70 | Uptrend |
| MSIF MSC Income Fund | BDC | 10.5% | 10.4% | +15.6% | 122% | 97% | 83% | – | 62 | 79 | Mixed |
| BBDC Barings BDC | BDC | 12.0% | 12.0% | +7.6% | 60% | 93% | 84% | – | 59 | 36 | Downtrend |
| BXSL Blackstone Secured Lending Fund | BDC | 12.8% | 12.8% | +4.7% | 33% | 100% | 95% | – | 51 | 76 | Mixed |
| ARCC Ares Capital Corp | BDC | 10.0% | 10.0% | +5.2% | 35% | 87% | 84% | – | 49 | 59 | Mixed |
| FDUS Fidus Investment | BDC | 10.2% | 10.9% | +5.4% | 45% | 87% | 80% | – | 48 | 83 | Uptrend |
| OCSL Oaktree Specialty Lending | BDC | 10.6% | 11.8% | +3.5% | 14% | 102% | 97% | – | 38 | 79 | Uptrend |
| HTGC Hercules Capital | BDC | 11.6% | 11.6% | +1.5% | -2% | 94% | 90% | – | 37 | 52 | Mixed |
| GSBD Goldman Sachs BDC | BDC | 14.8% | 16.0% | +2.9% | 17% | 106% | 99% | – | 37 | 25 | Downtrend |
| GBDC Golub Capital BDC | BDC | 10.4% | 10.8% | +2.5% | 4% | 87% | 85% | – | 35 | 64 | Mixed |
| TPVG TriplePoint Venture Growth | BDC | 26.5% | 22.9% | -6.3% | -17% | 111% | 106% | – | 34 | 15 | Downtrend |
| BIZD VanEck BDC Income ETF | BDC | 13.9% | 12.4% | +0.6% | -10% | – | – | – | 32 | 47 | Downtrend |
| FSK FS KKR Capital Corp | BDC | 15.0% | 17.4% | -9.7% | -51% | 129% | 130% | – | 32 | 61 | Mixed |
| PBDC Putnam BDC Income ETF | BDC | 11.2% | 11.3% | -2.8% | -43% | 97% | 99% | – | 32 | 39 | Downtrend |
| PNNT PennantPark Investment Corp | BDC | 28.7% | 28.7% | -33.6% | below -100% | 87% | 124% | – | 32 | 44 | Mixed |
| PFLT PennantPark Floating Rate Capital | BDC | 14.5% | 16.5% | -12.1% | below -100% | 97% | 108% | – | 30 | 41 | Downtrend |
| HRZN Horizon Technology Finance | BDC | 27.3% | 27.0% | -23.9% | below -100% | 77% | 92% | – | 30 | 14 | Downtrend |
| PSEC Prospect Capital | BDC | 29.8% | 34.0% | -25.9% | below -100% | 94% | 128% | – | 29 | 3 | Downtrend |
| OBDC Blue Owl Capital Corp | BDC | 11.3% | 12.6% | +1.8% | -33% | 108% | 109% | – | 28 | 54 | Mixed |
| NMFC New Mountain Finance | BDC | 14.5% | 16.5% | -15.9% | below -100% | 99% | 113% | – | 28 | 27 | Downtrend |
| SAR Saratoga Investment | BDC | 23.1% | 25.1% | -25.8% | below -100% | 69% | 97% | – | 27 | 4 | Downtrend |
| TSLX Sixth Street Specialty Lending | BDC | 9.5% | 10.2% | -8.1% | below -100% | 106% | 112% | – | 23 | 41 | Downtrend |
Upside / downside capture and tracking compare each fund with what it's built on over the last year of daily returns. See the methodology.
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