WMBLX yields 7.54% · DVY yields 3.46%● Live data
📍 WMBLX pulled ahead of the other in Year 1
Combined, WMBLX + DVY cover 0 of 12 months — good coverage
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What's the optimal mix of WMBLX + DVY for your $10,000?
The fund pursues its investment objective by investing in a mix of equity, fixed-income and money market investments. The Adviser first determines the percentage of the fund's portfolio to invest in equity securities, the percentage to invest in fixed-income securities and the percentage to invest in money market investments. The percentage ranges of securities in each asset class are: equity securities 30-70%; fixed-income securities 30-70%; and money market investments 0-40%.
Full WMBLX Calculator →The iShares Select Dividend ETF seeks to track the investment results of an index composed of relatively high dividend paying U.S. equities.
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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.