VWSTX yields 2.83% · PLD yields 3.10%● Live data
📍 PLD pulled ahead of the other in Year 1
Combined, VWSTX + PLD 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 + PLD 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 →Prologis, Inc. is the global leader in logistics real estate with a focus on high-barrier, high-growth markets. As of December 31, 2020, the company owned or had investments in, on a wholly owned basis or through co-investment ventures, properties and development projects expected to total approximately 984 million square feet (91 million square meters) in 19 countries. Prologis leases modern logistics facilities to a diverse base of approximately 5,500 customers principally across two major categories: business-to-business and retail/online fulfillment.
Full PLD 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.