CARMX yields 25.28% · VYM yields 2.41%● Live data
📍 CARMX pulled ahead of the other in Year 1
Combined, CARMX + VYM cover 0 of 12 months — good coverage
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What's the optimal mix of CARMX + VYM for your $10,000?
The investment seeks capital appreciation and current income. Under normal circumstances, the fund will gain exposure to equity securities, rate assets, spread assets and inflation-hedging assets by investing in affiliated and unaffiliated funds. Under normal circumstances, the Investment Manager expects that approximately 80% of each fund's net assets will be invested in Columbia Solutions Aggressive Portfolio and Columbia Solutions Conservative Portfolio, two mutual funds managed by the Investment Manager through which the advisor expects to gain the desired amount of leverage regarding each of the asset categories.
Full CARMX Calculator →Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.
Full VYM 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.