MXAPX yields 9.27% · VYM yields 2.41%● Live data
📍 MXAPX pulled ahead of the other in Year 1
Combined, MXAPX + VYM cover 0 of 12 months — good coverage
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What's the optimal mix of MXAPX + VYM for your $10,000?
The fund usually invests in underlying equity funds according to the following asset allocation ranges: 10% to 40% of assets in international funds, 0%-15% of assets in emerging markets funds, 5% to 35% of assets in small cap funds, 10% to 40% of assets in mid cap funds, 25% to 45% of assets in large cap funds, 0-10% of assets in real estate, and 0% to 10% in bond fund and 0% to 10% in short term bond funds. While the fund is non-diversified, it invests in diversified underlying holdings.
Full MXAPX 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.