ASCE yields 0.21% · NNN yields 5.68%● Live data
📍 NNN pulled ahead of the other in Year 1
Combined, ASCE + NNN 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 →National Retail Properties invests primarily in high-quality retail properties subject generally to long-term, net leases. As of September 30, 2020, the company owned 3,114 properties in 48 states with a gross leasable area of approximately 32.4 million square feet and with a weighted average remaining lease term of 10.7 years.
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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.