HFSAX yields 9.83% · BTI yields 5.38%● Live data
📍 HFSAX pulled ahead of the other in Year 1
Combined, HFSAX + BTI cover 0 of 12 months — good coverage
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The investment seeks a moderate total rate of return (income plus capital appreciation) on an annual basis. The fund invests in any combination of equity and fixed-income securities based on market conditions and trends and the Subadviser's expectations and assessment of risks. It may invest directly in equity and fixed-income securities. The fund will primarily invest in such securities indirectly through vehicles that invest in or instruments that are a derivative of such securities, primarily including other investment companies, exchange-traded funds ("ETFs"), futures contracts, swap agreements, naked and covered options on such instruments and currencies.
Full HFSAX Calculator →British American Tobacco p.l.c. provides tobacco and nicotine products to consumers in the Americas, Europe, the Asia-Pacific, the Middle East, Africa, and the United States. It offers vapour, heated, and modern oral nicotine products; combustible cigarettes; and traditional oral products, such as snus and moist snuff. The company provides its products under the Vuse, glo, Velo, Grizzly, Kodiak, Dunhill, Kent, Lucky Strike, Pall Mall, Rothmans, Newport, Natural American Spirit, and Camel brands. The company distributes its products to retail outlets. British American Tobacco p.l.c. was founded in 1902 and is based in London, the United Kingdom.
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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.