CISMX yields 4.77% · PEP yields 3.69%● Live data
📍 PEP pulled ahead of the other in Year 7
Combined, CISMX + PEP cover 0 of 12 months — good coverage
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Under normal circumstances, the fund invests primarily in equity securities of U.S. small and medium market capitalization companies. Its investments in equity securities may include common stock, preferred stock and convertible securities. The fund may also invest in foreign equity securities through American Depositary Receipts ("ADRs"). It invests in companies the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flows. The fund is non-diversified.
Full CISMX 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.