MWFRX yields 0.61% · ADC yields 4.11%● Live data
📍 ADC pulled ahead of the other in Year 1
Combined, MWFRX + ADC 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 MWFRX + ADC for your $10,000?
The investment seeks primarily to maximize current income, with a secondary objective of long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in floating rate investments and in investments that are the economic equivalent of floating rate investments. The fund's investments may have any credit quality without limitation, including investments rated below investment grade. Under normal circumstances, a substantial portion of the fund's portfolio will consist of leveraged loans rated below investment grade or unrated.
Full MWFRX Calculator →Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. As of September 30, 2020, the Company owned and operated a portfolio of 1,027 properties, located in 45 states and containing approximately 21.0 million square feet of gross leasable area. The Company's common stock is listed on the New York Stock Exchange under the symbol ADC.
Full ADC 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.