INVG yields 3.51% · JNJ yields 2.13%● Live data
📍 JNJ pulled ahead of the other in Year 9
Combined, INVG + JNJ 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 →Johnson & Johnson, together with its subsidiaries, researches and develops, manufactures, and sells various products in the healthcare field worldwide, but strategically separated its Consumer Health business into Kenvue Inc. in 2023 to focus on its higher-growth, innovation-driven segments; the former Consumer Health brands (including TYLENOL, LISTERINE, and BAND-AID) are now owned by Kenvue. The company's core focus is now split between its Innovative Medicine (formerly Pharmaceutical) segment, which offers prescription products for complex diseases such as rheumatoid arthritis, various cancers, HIV/AIDS, and neurodegenerative disorders; and its MedTech (Medical Devices) segment, which provides advanced technology solutions including electrophysiology products, neurovascular care products, orthopaedics (hips, knees, spine), advanced surgery solutions, and disposable contact lenses under the ACUVUE brand. Company's two remaining segments primarily serve hospitals, healthcare professionals, wholesalers, and retailers, continuing its mission of advancing human health since its founding in 1886 and its current basing in New Brunswick, New Jersey.
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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.