USFE yields 6.06% · PM yields 3.49%● Live data
📍 PM pulled ahead of the other in Year 1
Combined, USFE + PM cover 0 of 12 months — good coverage
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USFE follows a value-oriented equity approach that emphasizes capital preservation through disciplined stock selection. The fund focuses on identifying companies trading at a discount to the advisers assessment of intrinsic value, with an emphasis on financial strength, business durability, and management quality. Investment decisions are made without regard to company size, allowing exposure across large-, mid-, and smaller-cap US equities, as well as limited non-US listings. The portfolio is typically non-diversified, reflecting a higher-conviction approach rather than broad market representation. Through this valuation-driven framework, the fund seeks long-term capital growth while aiming to reduce the risk of lasting capital losses.
Full USFE Calculator →Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.
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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.