BKGM yields 3.02% · JEPI yields 8.40%● Live data
📍 BKGM pulled ahead of the other in Year 3
Combined, BKGM + JEPI cover 0 of 12 months — good coverage
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BankGuam Holding Company operates as the bank holding company for the Bank of Guam that provides various banking products and services to individuals, businesses, and government entities. It accepts various deposit products, including demand deposits, savings and time certificate of deposits, checking accounts, interest-bearing transaction accounts, time deposits, and retirement accounts for retail and business banking markets. The company also offers commercial loans, which comprise loans to governments primarily in commercial real estate, multifamily rentals, hotel, and gas stations, as well as in working capital and equipment financing; industrial, commercial, real estate, construction, and small business administration-guaranteed loans; home mortgage and home equity loans; and consumer loans for financing automobiles, various consumer goods, and other personal purposes. In addition, it provides trade financing and trust services; and credit life, health, auto, and homeowners insurance services as agents for various insurance companies. Further, the company offers wire and automated clearing house transfers, cashier's and traveler's checks, corporate and consumer credit cards, bank-by-mail, ATMs, night depositories, safe deposit boxes, direct deposits, electronic funds transfers, online banking and bill payments, merchant, check imaging, and other customary banking services. It operates a network of 17 full service branches, including 7 in Guam; one in Saipan and one each in Tinian and Rota, which are located in the Commonwealth of the Northern Mariana Islands; one in the Republic of Palau; one each in the states of Yap, Chuuk, Pohnpei, and Kosrae in the Federated States of Micronesia; one in the Republic of the Marshall Islands; and one in San Francisco, California. The company also operates ATMs at seventy-nine locations. BankGuam Holding Company was incorporated in 1972 and is headquartered in Hagåtña, Guam..
Full BKGM 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.