- What are the top holdings of FDUS?
- Fidus Investment Corporation holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does FDUS have?
- FDUS holds — positions as reported by the fund's most recent disclosure.
- What sectors does FDUS invest in?
- Fidus Investment Corporation (FDUS) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is FDUS most exposed to?
- FDUS's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is FDUS a US-only fund?
- The country allocation card on this page shows FDUS's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does FDUS invest in?
- Fidus Investment Corporation functions as a Business Development Company (BDC), offering capital solutions for diverse corporate endeavors. These encompass management buyouts, debt restructuring, ownership transitions, capital reorganizations, strategic acquisitions, and initiatives for growth and business expansion, frequently employing mezzanine financing. The firm's financial instruments span a variety of debt options, including senior secured, unitranche, subordinated, junior secured, and second lien loans, in addition to senior subordinated notes, preferred equity, and warrants. Notably, Fidus explicitly refrains from investing in distressed companies or those undergoing turnarounds. The company prioritizes investments in sectors such as aerospace and defense, a broad spectrum of business services, consumer products and services (including retail, food, and beverage), healthcare products and services, industrial goods and services, information technology services, specialized manufacturing, transportation and logistics, and value-added distribution. Its geographic focus is exclusively on enterprises located within the United States. Fidus typically commits between $5 million and $15 million per transaction, targeting companies with annual revenues ranging from $10 million to $150 million and annual EBITDA between $3 million and $20 million; however, it retains the flexibility to pursue opportunities beyond these standard financial parameters. Furthermore, the firm aims to secure minority equity positions and board observation rights in conjunction with its capital deployments.
