DUAL yields 7.84% · BTI yields 5.38%● Live data
📍 BTI pulled ahead of the other in Year 7
Combined, DUAL + BTI cover 0 of 12 months — good coverage
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The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the North Shore Dual Share Class Index (the "index"). The fund normally invests at least 80% of its total assets in securities of the index. The index is designed to track the performance of "dual class stock" companies - companies that issue at least two share classes of common stock, generally one to the investing public, and the other to the company's founders and executives ("Dual Share Class Companies"). It employs a "passive management" investment strategy designed to track the performance of the index.
Full DUAL Calculator →British American Tobacco p.l.c. provides tobacco and nicotine products to consumers in the Americas, Europe, the Asia-Pacific, the Middle East, Africa, and the United States. It offers vapour, heated, and modern oral nicotine products; combustible cigarettes; and traditional oral products, such as snus and moist snuff. The company provides its products under the Vuse, glo, Velo, Grizzly, Kodiak, Dunhill, Kent, Lucky Strike, Pall Mall, Rothmans, Newport, Natural American Spirit, and Camel brands. The company distributes its products to retail outlets. British American Tobacco p.l.c. was founded in 1902 and is based in London, the United Kingdom.
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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.