Home › Compare › ATERX vs JEPI
ATERX yields 1.34% · JEPI yields 8.40%● Live data
📍 ATERX pulled ahead of the other in Year 3
Combined, ATERX + JEPI cover 0 of 12 months — good coverage
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The investment seeks long-term growth of capital. The fund pursues opportunistic growth by investing in a global universe of companies whose business activities the Adviser believes position the company to benefit from certain sustainable investment themes that align with one or more of the United Nations Sustainable Development Goals SDGs. The Adviser employs a combination of "top-down" and "bottom-up" investment processes with the goal of identifying securities of companies worldwide, that fit into sustainable investment themes.
Full ATERX Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
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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.