FMGIX yields 31.20% · EQR yields 5.87%● Live data
📍 FMGIX pulled ahead of the other in Year 1
Combined, FMGIX + EQR cover 0 of 12 months — good coverage
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The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of infrastructure companies. It will concentrate in the infrastructure sector and utilities industry. The fund invests in a diversified portfolio of securities of infrastructure companies that subadviser has determined have an appropriate capital structure, are likely to generate reliable income streams and are likely to benefit from inflation protection. It is anticipated that the fund's portfolio will generally consist of 80 to 100 companies.
Full FMGIX 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.