DCRE yields 4.80% · MRK yields 2.76%● Live data
📍 MRK pulled ahead of the other in Year 1
Combined, DCRE + MRK 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 →Merck & Co., Inc. operates as a healthcare company worldwide. It operates through two segments, Pharmaceutical and Animal Health. The Pharmaceutical segment offers human health pharmaceutical products in the areas of oncology, hospital acute care, immunology, neuroscience, virology, cardiovascular, and diabetes, as well as vaccine products, such as preventive pediatric, adolescent, and adult vaccines. The Animal Health segment discovers, develops, manufactures, and markets veterinary pharmaceuticals, vaccines, and health management solutions and services, as well as digitally connected identification, traceability, and monitoring products. It serves drug wholesalers and retailers, hospitals, and government agencies; managed health care providers, such as health maintenance organizations, pharmacy benefit managers, and other institutions; and physicians and physician distributors, veterinarians, and animal producers. The company has collaborations with AstraZeneca PLC; Bayer AG; Eisai Co., Ltd.; Ridgeback Biotherapeutics; and Gilead Sciences, Inc. to jointly develop and commercialize long-acting treatments in HIV. Merck & Co., Inc. was founded in 1891 and is headquartered in Kenilworth, New Jersey.
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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.