BCTK yields 8.57% · EPRT yields 3.92%● Live data
📍 EPRT pulled ahead of the other in Year 5
Combined, BCTK + EPRT cover 0 of 12 months — good coverage
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BCTK is actively managed and primarily invests in equity securities of U.S. and non-U.S. technology companies selected based on their potential for growth related to technology development, advancement, and use. Non-U.S. securities are limited to no more than 35% of total assets. The fund considers the following as technology companies: software, IT consulting, IT services, interactive home entertainment, interactive media and services, networking equipment, telecom services, communications equipment, technology hardware, storage and peripherals, electronic equipment, instruments and components, semiconductors and semiconductor equipment, and internet and direct marketing retail. The fund converted from a mutual fund, Baron Technology Fund, bringing in around $103.19M in assets.
Full BCTK 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.