OAKI yields 0.04% · EQR yields 5.87%● Live data
📍 EQR pulled ahead of the other in Year 1
Combined, OAKI + EQR cover 0 of 12 months — good coverage
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OAKI is an actively managed global ex-US portfolio of large-cap companies. The fund aims for long-term capital growth. The Adviser uses a bottom-up selection process that focuses on a value investment philosophy that includes free cash flows, above-average dividend yield, and per-share growth, and management alignment with shareholders. The Adviser uses independent, in-house research to analyze each company. As part of this selection process, the Advisers analysts typically visit companies and conduct other research on the companies and their industries. The resulting portfolio typically holds at least 40 issuers.
Full OAKI Calculator →Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.
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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.