BFRE yields 0.95% · SBUX yields 2.84%● Live data
📍 SBUX pulled ahead of the other in Year 1
Combined, BFRE + SBUX cover 0 of 12 months — good coverage
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BFRE utilizes a proprietary rules-based methodology to ensure diversification across sectors and countries while promoting values such as basic civil liberties, freedom, open markets and reduced authoritarian influences. The strategy is based on academic research that has found democratic nations possess certain economic advantages and growth. The fund offers broad exposure to both developed and emerging markets, while reducing direct and indirect exposure to autocratic countries. The selection process screens out companies associated with high political control and economic restrictions. Holdings are weighted based on market-cap and will focus on large- and mid-cap stocks. The minimum market capitalizations will vary by region. The index is rebalanced quarterly, with a maximum weight of 4.5% on individual positions.
Full BFRE Calculator →Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of specialty coffee worldwide. The company operates through three segments: North America, International, and Channel Development. Its stores offer coffee and tea beverages, roasted whole beans and ground coffees, single serve products, and ready-to-drink beverages; and various food products, such as pastries, breakfast sandwiches, and lunch items. The company also licenses its trademarks through licensed stores, and grocery and foodservice accounts. The company offers its products under the Starbucks, Teavana, Seattle's Best Coffee, Evolution Fresh, Ethos, Starbucks Reserve, and Princi brands. As of October 3, 2021, it operated 16,826 company-operated and licensed stores in North America; and 17,007 company-operated and licensed stores internationally. The company was founded in 1971 and is based in Seattle, Washington.
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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.