WAMFX yields 7.42% · ADC yields 4.11%● Live data
📍 ADC pulled ahead of the other in Year 5
Combined, WAMFX + ADC cover 0 of 12 months — good coverage
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What's the optimal mix of WAMFX + ADC for your $10,000?
The fund invests, under normal circumstances, at least 80% of its assets in a diversified portfolio of domestic equity securities of midcap companies. For these purposes, the Adviser defines midcap companies as those with market capitalizations within the range encompassed by the Russell Midcap® Index at the time of purchase. The Adviser evaluates financially material environmental, social, and governance (ESG) factors as part of the investment decision-making process for the fund.
Full WAMFX 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.