YYYM yields 10.34% · PM yields 3.48%● Live data
📍 PM pulled ahead of the other in Year 4
Combined, YYYM + PM cover 0 of 12 months — good coverage
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What's the optimal mix of YYYM + PM 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 →Philip Morris International Inc. operates as a tobacco company working to delivers a smoke-free future and evolving portfolio for the long-term to include products outside of the tobacco and nicotine sector. The company's product portfolio primarily consists of cigarettes and smoke-free products, including heat-not-burn, vapor, and oral nicotine products that are sold in markets outside the United States. The company offers its smoke-free products under the HEETS, HEETS Creations, HEETS Dimensions, HEETS Marlboro, HEETS FROM MARLBORO, Marlboro Dimensions, Marlboro HeatSticks, Parliament HeatSticks, and TEREA brands, as well as the KT&G-licensed brands, Fiit, and Miix. It also sells its products under the Marlboro, Parliament, Bond Street, Chesterfield, L&M, Lark, and Philip Morris brands. In addition, the company owns various cigarette brands, such as Dji Sam Soe, Sampoerna A, and Sampoerna U in Indonesia; and Fortune and Jackpot in the Philippines. The company sells its smoke-free products in 71 markets. Philip Morris International Inc. was incorporated in 1987 and is headquartered in New York, New York.
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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.