KLXY yields 0.87% · MO yields 6.36%● Live data
📍 MO pulled ahead of the other in Year 3
Combined, KLXY + MO cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of KLXY + MO for your $10,000?
KLXY aims to replicate a global index that is composed of companies related to the luxury sector of developed countries. This refers to firms engaged in travel & leisure, premium ware and apparel, luxury goods, and other similar industries. To be included in the index, securities undergo screening based on minimum size, trading volume, and country of listing. Eligible securities are then ranked by market cap, with the top 25 being selected. The index follows a modified market-cap weighted approach, assigning higher weights to the top 5 securities. The largest receives 10% weight, followed by incrementally decreasing allocations for the remaining top securities. The rest are then capped at a maximum weight of 4.5%. Furthermore, while the fund targets investments in the US, at least 40% of its assets will be invested in foreign entities, markets or firms with considerable business activities outside the United States. The index is rebalanced semi-annually and reconstituted yearly.
Full KLXY Calculator →Altria Group, Inc., through its subsidiaries, manufactures and sells smokeable and oral tobacco products in the United States. The company provides cigarettes primarily under the Marlboro brand; cigars and pipe tobacco principally under the Black & Mild brand; and moist smokeless tobacco products under the Copenhagen, Skoal, Red Seal, and Husky brands, as well as provides on! oral nicotine pouches. It sells its tobacco products primarily to wholesalers, including distributors; and large retail organizations, such as chain stores. Altria Group, Inc. was founded in 1822 and is headquartered in Richmond, Virginia.
Full MO 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.