Home › Compare › SRIFX vs FCPT
SRIFX yields 8.55% · FCPT yields 6.05%● Live data
📍 FCPT pulled ahead of the other in Year 4
Combined, SRIFX + FCPT cover 0 of 12 months — good coverage
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What's the optimal mix of SRIFX + FCPT for your $10,000?
The fund is a fund-of-funds, which invests in mutual funds and ETFs ("underlying funds"). It seeks to invest substantially all and, under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, in sustainable impact investments. Sustainable impact investing incorporates non-financial performance indicators that measure a company's management of risks associated with environmental sustainability, social concerns, and corporate governance ("ESG Factors") in an effort to generate long-term competitive investment performance and positive societal impact.
Full SRIFX Calculator →FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the acquisition and leasing of restaurant properties. The Company seeks to grow its portfolio by acquiring additional real estate to lease, on a net basis, for use in the restaurant and retail industries.
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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.