TEPFX yields 2.59% · EQR yields 5.87%● Live data
📍 EQR pulled ahead of the other in Year 1
Combined, TEPFX + EQR cover 0 of 12 months — good coverage
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What's the optimal mix of TEPFX + EQR for your $10,000?
The investment seeks current income that is exempt from regular federal income tax, consistent with preservation of capital. The fund invests in a mix of American Funds fixed income funds. It will principally invest in funds that seek current income through investments in bonds or in other fixed income instruments. The underlying funds may hold securities issued and guaranteed by the U.S. government, securities issued by federal agencies and instrumentalities and securities backed by mortgages or other assets.
Full TEPFX 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.