AGGA yields 3.62% · FCPT yields 6.05%● Live data
📍 FCPT pulled ahead of the other in Year 1
Combined, AGGA + FCPT cover 0 of 12 months — good coverage
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AGGA uses third party ETFs to actively manage core fixed income exposure, based on macroeconomic analysis. Investments may include US Treasuries, corporate bonds, mortgage-backed securities, municipal bonds, and high-yield bonds of any duration. To a lesser extent, the fund may also hold ETFs with non-US fixed income exposure, including emerging markets. The funds advisers utilize proprietary processes influenced by market conditions, interest rates, and credit risks to adjust the portfolio in attempt to outperform broad-based benchmarks. Considering both actively managed and passively managed ETFs, the fund typically holds 5-15 underlying ETFs. Allocations are adjusted when deemed necessary and rebalancing at least monthly. The fund is non-diversified, which means it may concentrate assets in fewer securities.
Full AGGA 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.
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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.