PTIAX yields 4.70% · NNN yields 5.66%● Live data
📍 PTIAX pulled ahead of the other in Year 1
Combined, PTIAX + NNN 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 PTIAX + NNN for your $10,000?
The investment seeks to purchase undervalued fixed-income assets and achieve investment returns through interest income and potential capital appreciation. The fund invests at least 80% of its net assets in fixed-income instruments. Its investments in fixed-income instruments may consist of residential mortgage-backed securities ("RMBS") in the prime, subprime and "Alt-A" first lien mortgage sectors and commercial mortgage-backed securities ("CMBS"), including traditional and interest-only CMBS.
Full PTIAX Calculator →National Retail Properties invests primarily in high-quality retail properties subject generally to long-term, net leases. As of September 30, 2020, the company owned 3,114 properties in 48 states with a gross leasable area of approximately 32.4 million square feet and with a weighted average remaining lease term of 10.7 years.
Full NNN 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.