VNYTX yields 3.65% · ADC yields 4.13%● Live data
📍 ADC pulled ahead of the other in Year 2
Combined, VNYTX + ADC cover 0 of 12 months — good coverage
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The fund’s investment objective is to seek to provide current income that is exempt from both federal and New York personal income taxes. The fund is intended for New York residents only. It invests primarily in high-quality municipal bonds issued by New York state and local governments, as well as by regional government and public financing authorities. Under normal circumstances, at least 80% of the fund’s assets will be invested in securities whose income is exempt from federal and New York state taxes. Although the fund has no limitations on the maturities of individual securities, its dollar-weighted average maturity is expected to be between 10 and 25 years. The fund has an average duration of approximately 6-10 years, making its share price considerably more susceptible to changes in interest rates than shorter-term bond funds. Investors who are looking for a fund that may provide federal and New York state tax-exempt interest income and can tolerate interest rate risk may wish to consider this fund.
Full VNYTX Calculator →Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. As of September 30, 2020, the Company owned and operated a portfolio of 1,027 properties, located in 45 states and containing approximately 21.0 million square feet of gross leasable area. The Company's common stock is listed on the New York Stock Exchange under the symbol ADC.
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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.