Research Briefs


Sage Financial Advice periodically evaluates individual companies, real estate investment trusts, exchange traded funds, and other types of investments. Research briefs or fund fact sheets are available for the following investments (symbol):

Consumer Discretionary:
Carter's (CRI)
Ford Motor Company (F)
Harley-Davidson (HOG)

Consumer Staples:
B & G Foods (BGS)
The Clorox Company (CLX)
General Mills (GIS)
Kimberly-Clark (KMB)
McCormick & Company, Inc. (MKC)
Philip Morris International (PM)
The J. M. Smucker Company (SJM)

Energy:
Alerian MLP ETF (AMLP)
BP (BP)
Chevron (CVX)
Exxon Mobil (XOM)

Financials:
Community Bank System (CBU)
First Interstate BancSystem (FIBK)
JP Morgan Chase (JPM)
Northern Trust (NTRS)
Principal Financial Group (PFG)
Wells Fargo & Company (WFC)

Foreign Stock ETFs:
FlexShares International Quality Dividend Defensive Index Fund (IQDE)
FlexShares International Quality Dividend Dynamic Index Fund (IQDY)
FlexShares International Quality Dividend Index Fund (IQDF)
iShares Asia/Pacific Dividend ETF (DVYA)
iShares MSCI EAFE Value ETF (EFV)
iShares MSCI Emerging Markets Small-Cap ETF (EEMS)
iShares MSCI Europe Small-Cap ETF (IEUS)
Schwab International Small-Cap Equity ETF (SCHC)
SPDR S&P International Small-Cap ETF (GWX)
SPDR S&P Emerging Markets Dividend ETF (EDIV)
Sprott Gold Miners ETF (SGDM)
Vanguard MSCI Europe ETF (VGK)
WisdomTree Asia Pacific Ex-Japan Fund (AXJL)
WisdomTree Emerging Markets Equity Income Fund (DEM)
WisdomTree Emerging Markets Small-Cap Dividend Fund (DGS)
WisdomTree Europe Small-Cap Dividend Fund (DFE)
WisdomTree International Small-Cap Dividend Fund (DLS)

Health Care:
Abbott Labs (ABT)
AbbVie (ABBV)
Johnson & Johnson (JNJ)
Novartis AG (NVS)
Pfizer (PFE)
Sanofi (SNY)

Industrials:
3M Company (MMM)
CSX Corporation (CSX)
Eaton Corporation (ETN)
Honeywell International (HON)
Union Pacific Corporation (UNP)

Materials:
Air Products & Chemicals (APD)
RPM International Inc. (RPM)

Real Estate Investment Trusts:
Camden Property Trust (CPT)
CyrusOne (CONE)
Digital Realty Trust (DLR)
EastGroup Properties (EGP)
First Industrial Realty Trust (FR)
HCP (HCP)
Mid-America Apartment Communities (MAA)
National Health Investors (NHI)
Piedmont Office Realty Trust (PDM)
Realty Income Corporation (O)

Technology:
First Trust NASDAQ Technology Dividend Index ETF (TDIV)
Technology Select Sector SPDR ETF (XLK)

Utilities:
Alliant Energy (LNT)
American Electric Power Company (AEP)
Eversource Energy (ES)
IdaCorp (IDA)
National Grid plc (NGG)
NextEra Energy (NEE)
New Jersey Resources (NJR)
Southwest Gas (SWX)
Vectren Corporation (VVC)
Xcel Energy (XEL)

Taxable Fixed Income Funds:
Guggenheim Taxable Municipal Managed Duration Trust (GBAB)
iShares Barclays 1-3 Year Credit Bond ETF (CSJ)
iShares Core US Credit Bond ETF (CRED)
iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
PIMCO Corporate & Income Strategy Fund (PCN)
SPDR Barclays Capital High Yield Bond ETF (JNK)
SPDR Barclays Capital Intermediate Term Corporate Bond ETF (SPIB)
SPDR Barclays Capital Short Term Corporate Bond ETF (SPSB)
Vanguard Intermediate-Term Bond ETF (BIV)
Vanguard Intermediate-Term Corporate Bond ETF (VCIT)
Vanguard Short-Term Corporate Bond ETF (VCSH)
Vanguard Short-Term Bond ETF (BSV)

Tax-Exempt Fixed Income Funds:
AllianceBernstein National Municipal Income Fund (AFB)
BlackRock Municipal Bond Trust (BBK)
BlackRock Muni Holdings Fund II (MUH)
BlackRock Muni Intermediate Duration Fund (MUI)
BlackRock MuniYield Michigan Insured Fund (MIY)
BlackRock MuniYield Quality Fund (MQY)
Deutsche Municipal Income Trust (KTF)
Deutsche Strategic Municipal Income Trust (KSM)
Dreyfus Strategic Municipal Bond Fund (DSM)
Dreyfus Strategic Municipals (LEO)
Eaton Vance Municipal Bond Fund (EIM)
Invesco Quality Muni Income Trust (IQI)
Michigan Quality Income Municipal Fund (NUM)
Nuveen Dividend Advantage Municipal Fund (NAD)
Nuveen Dividend Advantage Municipal Fund 3 (NZF)

Please note that the investments for which briefs are available will change over time. If you would like a copy of any of these reports (limit 2 per request), please contact us.

Disclaimer: The views expressed in these research briefs reflect our judgements regarding these securities and their issuers. We are not compensated in any way for their publication. Employees and associates of Sage Financial Advice may hold positions in these securities or other securities of the same issuers. These reports are for information purposes only. Any decision to buy or sell the securities discussed in these reports must be made in the context of the investor’s overall portfolio, as these securities will not be appropriate for all investors. The information presented has been obtained from sources that are believed to be reliable, but its accuracy is not guaranteed. Redistribution is prohibited without written permission.


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