EVSM yields 3.04% · FCPT yields 6.05%● Live data
📍 FCPT pulled ahead of the other in Year 1
Combined, EVSM + FCPT cover 0 of 12 months — good coverage
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EVSM is actively managed to invest in tax-exempt municipal securities. The fund will normally invest in municipal obligations rated investment grade, and will aim to maintain a dollar-weighted average portfolio duration of less than three years, but may invest in individual securities of any maturity. In selecting securities, the adviser primarily looks at the issuers creditworthiness and the relative value of the obligation in the market. ESG factors are also considered. As an actively managed fund, the fund may periodically allocate some funds to those subject to regular federal income tax and junk bonds.
Full EVSM Calculator →FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the acquisition and leasing of restaurant properties. The Company seeks to grow its portfolio by acquiring additional real estate to lease, on a net basis, for use in the restaurant and retail industries.
Full FCPT 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.