INVG yields 3.51% · PM yields 3.48%● Live data
📍 PM pulled ahead of the other in Year 1
Combined, INVG + PM 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 →Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.
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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.