VWSTX yields 2.83% · NNN yields 5.66%● Live data
📍 NNN pulled ahead of the other in Year 9
Combined, VWSTX + NNN cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of VWSTX + NNN for your $10,000?
This fund’s investment objective is to seek to provide current income that is exempt from federal personal income taxes, with limited price volatility. At least 75% of the securities held by the fund are municipal bonds in the top three credit-rating categories as determined by a nationally recognized statistical rating organization or, if unrated, determined to be of comparable quality by the advisor. The fund may invest up to 20% of its assets in medium-grade quality bonds, as determined by a rating organization or by the advisor. The remaining 5% may be invested in securities with lower credit ratings or, if unrated, determined to be of comparable quality by the advisor. The fund has some potential for higher yield than a money market fund because it holds longer-maturity securities. Along with the potential for higher yield, however, comes an increase in risk. A decline in interest rates can lead to less income for short-term bond funds, while a rise in interest rates can put pressure on the fund’s share price. Investors looking for a fund that seeks to provide modest federal tax-exempt interest income and can tolerate some income and share price risk may wish to consider this fund.
Full VWSTX Calculator →National Retail Properties invests primarily in high-quality retail properties subject generally to long-term, net leases. As of September 30, 2020, the company owned 3,114 properties in 48 states with a gross leasable area of approximately 32.4 million square feet and with a weighted average remaining lease term of 10.7 years.
Full NNN Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.