SPCT yields 0.46% · EQR yields 4.73%● Live data
📍 EQR pulled ahead of the other in Year 1
Combined, SPCT + EQR cover 0 of 12 months — good coverage
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SPCT aims for capital appreciation and current income by investing in dividend-paying large-cap US companies from various sectors. The actively managed fund provides exposure across 11 sectors representing most of the US equity market, such as consumer food, consumer discretionary, pharmaceuticals, consumer staples, energy, financials, health care, industrials, information technology, real estate, and utilities. It focuses on dividend-paying blue-chip companies, while considering dividend increases, growth potential, reduced volatility, and their track record of raising dividends to shareholders. In addition, the adviser considers established market leaders with a strong financial foundation and potential. Both top-down and bottom-up approaches may be used when constructing the portfolio. The adviser can evaluate industries, sectors, and companies based on their assessment of favorable characteristics in the current and forecasted economic environments.
Full SPCT 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.