MWFRX yields 0.61% · VYM yields 2.37%● Live data
📍 VYM pulled ahead of the other in Year 1
Combined, MWFRX + VYM cover 0 of 12 months — good coverage
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What's the optimal mix of MWFRX + VYM 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 →Seeks to track the performance of the FTSE High Dividend Yield Index, which measures the investment return of common stocks of companies characterized by high dividend yields. Provides a convenient way to track the performance of stocks that are forecasted to have above-average dividend yields. Follows a passively managed, full-replication approach.
Full VYM 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.