LRGG yields 0.18% · O yields 5.28%● Live data
📍 O pulled ahead of the other in Year 1
Combined, LRGG + O cover 0 of 12 months — good coverage
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LRGG focuses on large-capitalization US companies with strong growth potential, aiming to benefit from quality-driven stock selection while maximizing long-term growth opportunities. Stock selection targets companies with durable competitive advantages, employing a bottom-up qualitative approach. Factors considered include brand loyalty, proprietary technology, cost structure, ROC, management quality, and industry dynamics. Additionally, quantitative metrics evaluating profitability, capital intensity, capital allocation measures, cash flow, and valuation are blended into the selection process. This approach identifies approximately 100 companies forming the Issuers definition of a Franchise Growth Universe, from which the fund typically selects 15 to 25 companies. Positions may be sold in response to shifts in industry dynamics, loss of competitive edge, ineffective management, or limited upside potential. Effective Dec. 1, 2025, Macquarie in the funds name was replaced with Nomura.
Full LRGG Calculator →Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.
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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.