AUSM yields 1.94% · EPRT yields 3.92%● Live data
📍 EPRT pulled ahead of the other in Year 1
Combined, AUSM + EPRT cover 0 of 12 months — good coverage
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AUSM is actively managed and seeks current income and capital preservation by investing in municipal securities exempt from federal income tax, though not necessarily federal AMT. It primarily holds investment grade securities but may allocate up to 10% of the portfolio to junk bonds. The fund focuses on ultra-short term muni bonds, expecting a dollar-weighted average portfolio maturity of one year or less. The strategy incorporates macroeconomic analysis and credit research to optimize duration management, yield curve positioning, sector and credit allocation, as well as security selection. Futures may also be utilized to support duration and yield curve management. In maintaining the portfolio, securities may be sold based on relative value, changes in credit characteristics, shifts in portfolio strategy, or cash flow needs.
Full AUSM 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.