BFSAX yields 10.52% · PEP yields 3.69%● Live data
📍 BFSAX pulled ahead of the other in Year 1
Combined, BFSAX + PEP cover 0 of 12 months — good coverage
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The investment seeks long-term appreciation through growth of principal and income. The fund will invest primarily in large capitalization common stocks that in the opinion of the fund's adviser, Bradley, Foster & Sargent, Inc. (the "Adviser"), appear to be high quality and attractively valued companies. Equity securities in which the fund may invest include common stocks and common stock equivalents and shares of other investment companies (including open-end and closed-end funds and exchange-traded funds ("ETFs")) whose portfolios primarily consist of equity securities.
Full BFSAX Calculator →PepsiCo is a Dividend King with 52+ consecutive years of increases. Its diversified portfolio spans beverages and snacks via brands including Pepsi, Gatorade, Lay's, and Quaker. Snack food exposure provides more stable volumes than pure beverages. International expansion in emerging markets drives long-term growth.
Full PEP Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.