YYYM yields 10.34% · NNN yields 5.66%● Live data
📍 YYYM pulled ahead of the other in Year 1
Combined, YYYM + NNN cover 0 of 12 months — good coverage
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What's the optimal mix of YYYM + NNN for your $10,000?
YYYM is a passively managed fund designed to generate high monthly income through a portfolio of 30 US municipal bond closed-end funds (CEFs). The underlying funds are generally exempt from regular US federal taxes. The index selects funds through a two-tier screening process based on minimum asset size, trading liquidity, yield relative to the broader universe, discount or premium to NAV, and an expense ratio cap of 6%. Eligible funds are then ranked using a combined score, and the top 30 are included in the index. Portfolio weights are determined by each funds relative yield, subject to diversification and liquidity constraints. The strategy relies on purchasing discounted, high-yielding CEFs with enough liquidity to help minimize trading costs within the basket. The index is rebalanced and reconstituted semiannually in January and July.
Full YYYM 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.