TOGA yields 7.36% · MRK yields 2.76%● Live data
📍 MRK pulled ahead of the other in Year 5
Combined, TOGA + MRK cover 0 of 12 months — good coverage
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TOGA seeks long-term capital appreciation by actively investing in equities of predominantly large- and mid-cap companies around the globe. The fund invests in various developed countries and may also hold equities of emerging market issuers. Typically, the fund allocates at least 40% of its assets to countries outside the US. To build the portfolio, the fund adviser uses a bottom-up, fundamental process, subject to the adviser's discretion. The fundamental approach is based on factors related to strategic business analysis and financial analysis. The selection process tends to favor certain types of firms, which may cause a concentration of investments in a few sectors. The fund seeks a long-term investment horizon. Compounding of returns over multiple years coupled with an ETF structure is expected to result in tax efficiencies. On May 3, 2024, TOGA converted from an unregistered private investment fund to an actively managed ETF structure with about $71 million in assets.
Full TOGA Calculator →Merck & Co., Inc. operates as a healthcare company worldwide. It operates through two segments, Pharmaceutical and Animal Health. The Pharmaceutical segment offers human health pharmaceutical products in the areas of oncology, hospital acute care, immunology, neuroscience, virology, cardiovascular, and diabetes, as well as vaccine products, such as preventive pediatric, adolescent, and adult vaccines. The Animal Health segment discovers, develops, manufactures, and markets veterinary pharmaceuticals, vaccines, and health management solutions and services, as well as digitally connected identification, traceability, and monitoring products. It serves drug wholesalers and retailers, hospitals, and government agencies; managed health care providers, such as health maintenance organizations, pharmacy benefit managers, and other institutions; and physicians and physician distributors, veterinarians, and animal producers. The company has collaborations with AstraZeneca PLC; Bayer AG; Eisai Co., Ltd.; Ridgeback Biotherapeutics; and Gilead Sciences, Inc. to jointly develop and commercialize long-acting treatments in HIV. Merck & Co., Inc. was founded in 1891 and is headquartered in Kenilworth, 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.