YLDW yields 1.61% · PLD yields 3.10%● Live data
📍 PLD pulled ahead of the other in Year 1
Combined, YLDW + PLD cover 0 of 12 months — good coverage
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YLDW is a multi-asset fund that invests primarily in income-producing securities across equities, bonds, hybrids, and other yield-oriented assets. The fund seeks monthly distributions and a lower volatility profile than traditional equity-only funds. YLDW uses a bottom-up, research-driven process, targeting companies with strong cash flow, improving fundamentals, and sustainable distributions. The fund generates returns from dividends, interest, option premiums, and potential capital appreciation. Additionally, the fund employs a covered call strategy on most of its equity holdings. This generates premiums that generate additional income, partial downside protection, and enhanced yield in flat markets, while capping upside in strongly rising markets. Investments include dividend-paying stocks, preferred shares, convertibles, corporate bonds, REITs, MLPs, and money market instruments, with up to 40% potentially invested in foreign securities or ADRs. Holdings also include derivatives.
Full YLDW 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.
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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.