TSWEX yields 16.37% · MO yields 6.27%● Live data
📍 MO pulled ahead of the other in Year 10
Combined, TSWEX + MO cover 0 of 12 months — good coverage
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What's the optimal mix of TSWEX + MO for your $10,000?
The investment seeks maximum long-term total return, consistent with reasonable risk to principal. The fund invests, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of companies with large market capitalizations. The fund will invest primarily in a diversified portfolio of common stocks. Although the adviser will primarily draw the fund's holdings from larger, more seasoned or established companies, it may also invest in companies of varying size as measured by assets, sales or market capitalization.
Full TSWEX Calculator →Altria Group, Inc., through its subsidiaries, manufactures and sells smokeable and oral tobacco products in the United States. The company provides cigarettes primarily under the Marlboro brand; cigars and pipe tobacco principally under the Black & Mild brand; and moist smokeless tobacco products under the Copenhagen, Skoal, Red Seal, and Husky brands, as well as provides on! oral nicotine pouches. It sells its tobacco products primarily to wholesalers, including distributors; and large retail organizations, such as chain stores. Altria Group, Inc. was founded in 1822 and is headquartered in Richmond, Virginia.
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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.