IMPAX yields 33.28% · EQR yields 4.73%● Live data
📍 IMPAX pulled ahead of the other in Year 1
Combined, IMPAX + EQR cover 0 of 12 months — good coverage
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The fund seeks investment results that exceed the performance, before fees and expenses, of the Russell 2000® Index. It will invest at least 80% of its assets in equity securities of small capitalization companies domiciled or headquartered within the United States, or whose primary business activities or principal trading markets are located within the United States (Entrepreneurial Companies). The manager defines small capitalization companies as those with market capitalizations below that of the largest member of the Russell 2000 Index at the time of initial purchase.
Full IMPAX 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.
Full EQR 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.