DUNK yields 9.88% · YUM yields 1.86%● Live data
📍 YUM pulled ahead of the other in Year 7
Combined, DUNK + YUM cover 0 of 12 months — good coverage
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DUNK invests in companies driving or adapting to disruptive trends such as e-commerce, cloud computing, digital advertising, electric vehicles, biotechnology, and artificial intelligence. The fund typically holds 1530 stocks selected for solid fundamentals, disciplined valuations, and participation in long-term profit trends tied to these themes. While it emphasizes large-cap names, it can also invest in smaller companies and add foreign exposure through depositary receipts or emerging-market holdings when appropriate. Individual positions are limited to 15% of assets, and up to 20% may be held in cash to maintain flexibility. This high-conviction approach allows the portfolio to adjust quickly as new opportunities emerge across sectors. By combining valuation discipline with a focus on disruptive growth, the strategy seeks to capture innovation-driven gains while reducing the risk of overpaying for popular themes.
Full DUNK Calculator →YUM! Brands, Inc., together with its subsidiaries, develops, operates, and franchises quick service restaurants worldwide. It operates through four segments: the KFC Division, the Taco Bell Division, the Pizza Hut Division, and the Habit Burger Grill Division. The company operates restaurants under the KFC, Pizza Hut, Taco Bell, and The Habit Burger Grill brands, which specialize in chicken, pizza, made-to-order chargrilled burgers, sandwiches, Mexican-style food categories, and other food products. As of December 31, 2021, it had 26,934 KFC units; 18,381 Pizza Hut units; 7,791 Taco Bell units; and 318 The Habit Burger Grill units in approximately 157 countries and territories. The company was formerly known as TRICON Global Restaurants, Inc. and changed its name to YUM! Brands, Inc. in May 2002. YUM! Brands, Inc. was incorporated in 1997 and is headquartered in Louisville, Kentucky.
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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.