AAEQ yields 0.11% · FCPT yields 6.05%● Live data
📍 FCPT pulled ahead of the other in Year 1
Combined, AAEQ + FCPT cover 0 of 12 months — good coverage
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What's the optimal mix of AAEQ + FCPT for your $10,000?
AAEQ. You are not seeing double, this is a second broad US equity fund from this issuer. Both offerings were launched through a 351 exchange, which allows the initial investors to exchange their taxable holdings for shares of this broad-based US equity exposure. Holdings may include individual stocks or ETF with a range of strategies (hedged, buffered, long/short, options, etc.) The fund offers a unique secondary strategy which involves systematic dividend timing, where holdings expected to pay dividends may be replaced before their record date to exploit pricing imbalances and potentially reduce taxable income, although this may lower yield and increase trading costs. Option contracts may supplement equity exposure for efficiency. The funds investment universe is reviewed annually, and frequent trading may result in higher transaction costs.
Full AAEQ Calculator →FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the acquisition and leasing of restaurant properties. The Company seeks to grow its portfolio by acquiring additional real estate to lease, on a net basis, for use in the restaurant and retail industries.
Full FCPT Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.