KLXY yields 0.87% · PM yields 3.48%● Live data
📍 PM pulled ahead of the other in Year 1
Combined, KLXY + PM cover 0 of 12 months — good coverage
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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 →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.