ALRG yields 0.51% · EQR yields 5.87%● Live data
📍 EQR pulled ahead of the other in Year 1
Combined, ALRG + EQR cover 0 of 12 months — good coverage
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ALRG is actively managed and invests primarily in equity securities of large-cap US companies within the S&P 500 Index range. It employs a disciplined process that combines fundamental analysis and a proprietary valuation framework to identify price inefficiencies in high-quality companies. These companies are believed to have strong growth prospects, competitive advantages, solid financial conditions, and aligned shareholder interests. Sustainability considerations, including material ESG risks, are assessed using in-house methodologies and scores. The fund may sell securities upon meeting valuation expectations, deteriorating fundamentals, or the availability of more attractive opportunities. As a non-diversified fund, it invests in fewer issuers and may use futures contracts to equitize cash. The fund seeks long-term capital appreciation.
Full ALRG Calculator →Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.
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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.