FMKT yields 2.25% · DVY yields 4.00%● Live data
📍 DVY pulled ahead of the other in Year 1
Combined, FMKT + DVY cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of FMKT + DVY for your $10,000?
FMKT is an actively managed fund that aims to capitalize on US listed equities that are anticipated to benefit from regulatory shifts favoring free market dynamics. The fund targets sectors burdened by high regulation like healthcare, financial services, and energy, predicting regulatory relief. Investments also span technology and consumer goods sectors less affected by regulation. Examples of favorable shifts include deregulation, reduced taxes, licensing reforms, and tariffs elimination. The Fund seeks value by leveraging expected regulatory reforms, aiming to buffer against increased regulatory burdens. The selection process evaluates companies poised for deregulation benefits, focusing on their adaptability, strategies, and competitive positioning within industries. The portfolio generally consists of 25-50 positions, investing at least 80% in deregulation beneficiaries. Up to 5% may be invested in ETPs with exposure to Bitcoin and Ether, enhancing diversification and seizing digital asset growth opportunities.
Full FMKT Calculator →DVY is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in DVY shares.
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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.