INVG yields 3.51% · EQR yields 5.87%● Live data
📍 EQR pulled ahead of the other in Year 1
Combined, INVG + EQR cover 0 of 12 months — good coverage
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INVG seeks to outperform the Bloomberg U.S. Corporate Index through a systematic multi-factor approach. While aiming for similar exposures to its benchmark, the fund targets more liquid, investment grade corporate bonds of various maturities that include those issued by both US and non-US companies. The fund analyzes various factors (e.g., value, quality, momentum, and fundamentals), captured through proprietary fair value models that measure default risk and market momentum. The strategy aims for attractive risk/return opportunities while limiting tracking err by managing country, sector, issuer exposure, liquidity, interest rate, and credit spread risks. As an actively managed fund, the portfolio manager has full discretion to adjust the portfolio at any time. INVG may also invest in derivatives and other ETFs, as well as US Treasury and money market funds or instruments.
Full INVG 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.