EKBAX yields 8.95% · EQR yields 5.87%● Live data
📍 EQR pulled ahead of the other in Year 5
Combined, EKBAX + EQR cover 0 of 12 months — good coverage
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The investment seeks long-term total return, consisting of capital appreciation and current income. The fund normally invests up to 90% of its total assets in equity securities. It selects equity securities of companies of any size. The fund invests up to 30% of its total assets in corporate debt securities that are below investment-grade. For the debt portfolio, it invests principally in below investment-grade debt securities of corporate issuers. The fund may invest up to 25% of its total assets in foreign equity and debt securities. The target allocation range of its investments are 70% to 90% in equity securities and 10% to 30% in debt securities.
Full EKBAX Calculator →Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.
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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.