BKFI yields 0.64% · EQR yields 4.73%● Live data
📍 EQR pulled ahead of the other in Year 1
Combined, BKFI + EQR cover 0 of 12 months — good coverage
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The fund seeks total return, consisting of capital appreciation and income. To pursue this goal, the fund normally invests at least 80% of its net assets in bonds, which principally includes government securities, corporate bonds issued by US and non-US corporations, mortgage-backed securities and asset backed securities. The fund normally invests in bonds rated investment grade (i.e., Baa3/BBB- or higher) at the time of purchase or, if unrated, deemed or the unrated equivalent as determined by the fund's sub adviser, Insight North America LLC. Generally, the average effective duration of the fund's portfolio will be between three and eight years, and the fund may invest in individual bonds of any maturity or duration. The fund’s liquid ETF structure allows investors to buy or sell any time the market is open.
Full BKFI Calculator →Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.
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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.