CGMU yields 3.38% · STAG yields 3.44%● Live data
📍 CGMU pulled ahead of the other in Year 1
Combined, CGMU + STAG cover 0 of 12 months — good coverage
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What's the optimal mix of CGMU + STAG for your $10,000?
The fund’s investment objective is to provide a high level of current income exempt from regular federal income tax, consistent with the preservation of capital.Distinguishing Characteristics The fund will normally invest at least 80% of its assets in, or derive at least 80% of its income from, securities that are exempt from regular federal income tax. The fund invests at least 65% in debt securities rated BBB- or better or Baa3 or better by Nationally Recognized Statistical Rating Organizations designated by the fund's investment adviser, or unrated but determined by the fund's investment adviser to be of equivalent quality.The fund may also invest up to 35% of its assets in debt securities rated BB+ or below and Ba1 or below by Nationally Recognized Statistical Rating Organizations designated by the fund's investment adviser, or unrated but determined by the fund's investment adviser to be of equivalent quality. The fund will invest up to 30% of its assets in securities that may subject you to federal alternative minimum tax.
Full CGMU Calculator →STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States. By targeting this type of property, STAG has developed an investment strategy that helps investors find a powerful balance of income plus growth.
Full STAG 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.