TABD yields 0.98% · EPRT yields 3.97%● Live data
📍 EPRT pulled ahead of the other in Year 1
Combined, TABD + EPRT cover 0 of 12 months — good coverage
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TABD is structured as a broad fixed income fund that allocates primarily to bonds and bond-like instruments across government, corporate, securitized, and structured credit markets. The portfolio emphasizes investment grade securities, while allowing limited exposure to below-investment-grade debt, emerging markets, and non-US issuers. Duration is not managed to a specific target, giving the portfolio flexibility to adjust interest rate sensitivity across market environments. Derivatives may be used selectively to manage exposure, adjust duration, or alter risk characteristics. Portfolio positioning is informed by a combination of macroeconomic assessment and security-level analysis, with flexibility across sectors, maturities, and credit profiles in pursuit of total return through income and capital appreciation.
Full TABD Calculator →Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early childhood education, grocery, and health and fitness on a long-term basis. As of December 31, 2021, it had a portfolio of 1, 451 properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2016 and is headquartered in Princeton, New Jersey.
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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.