DCRE yields 4.80% · JNJ yields 3.36%● Live data
📍 DCRE pulled ahead of the other in Year 1
Combined, DCRE + JNJ cover 0 of 12 months — good coverage
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DCRE offers targeted exposure to commercial real estate. The portfolio holds investment grade commercial mortgage-backed securities of any maturity or duration, including agency and non-agency CMBS, commercial real estate CLOs, and related derivatives (e.g., credit default swaps). The fund may also invest in US government-backed securities, other fixed income securities, and cash equivalents, as well as open- and closed-end investment companies and ETFs. The portfolio is managed using a controlled risk approach which involves the advisers view of potential relative performance and liquidity conditions of various market sectors, security selection within sectors, risk/reward, the shape of the yield curve, interest rate fluctuations, and current fiscal policy. The adviser intends to have a dollar-weighted average portfolio duration of three years or less. The fund may use derivatives for hedging purposes. Before February 1, 2024, the fund traded under the ticker DCMB.
Full DCRE Calculator →Johnson & Johnson is a Dividend King with 62+ years of consecutive dividend increases. A healthcare conglomerate spanning pharmaceuticals, MedTech, and consumer health. JNJ spun off its consumer segment as Kenvue in 2023, focusing on higher-margin pharma and medical devices.
Full JNJ 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.