ASCE yields 0.21% · EPRT yields 3.92%● Live data
📍 EPRT pulled ahead of the other in Year 1
Combined, ASCE + EPRT cover 0 of 12 months — good coverage
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ASCE is actively managed and invests primarily in equity securities of small- and medium-cap US companies, within the Russell 2500 Index range. Up to 20% of total assets may be allocated to foreign issuers in developed markets, including ADRs. The fund combines quantitative methods with qualitative analysis in selecting companies believed to be relatively undervalued with possible future earnings. The quantitative method is based on a proprietary alpha model which ranks securities based on valuation, quality, and momentum. The qualitative analysis, on the other hand, includes management evaluation, products, competition, and risk. A focused portfolio of approximately 50 securities diversified across major sectors is curated, avoiding issuers with significant alcohol, gaming, or tobacco business. Cash or money market instruments may also be held for liquidity or short-term defensive investments, which may impact the funds objectives during such periods.
Full ASCE Calculator →Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early childhood education, grocery, and health and fitness on a long-term basis. As of December 31, 2021, it had a portfolio of 1, 451 properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2016 and is headquartered in Princeton, New Jersey.
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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.