CABT yields 0.44% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, CABT + JEPI cover 0 of 12 months — good coverage
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Coastal Bank & Trust, a full service community bank, provides various financial products and services primarily for the retail customers and small to medium-size businesses in Onslow County and surrounding areas. The company offers personal and business checking and savings accounts; individual retirement accounts; and certificates of deposit. It also provides personal lending products, including consumer installment loans, overdraft protection services, credit cards, personal and home equity lines of credit, residential mortgage and rental property loans, residential 2nd mortgages, and home construction loans. In addition, the company offers business lending products comprising owner occupied business real estate loans, business construction loans, working capital lines of credit, agricultural and small business loans, small business start-up loans, equipment financing services, speculative or pre-sold construction loans, business credit cards, and overdraft protection services, as well as investment loans for rental real estate. Further, it provides cash management, remote deposit capture, and courier services; and SecurLOCK Equip, a mobile app to control how, when, and where debit and/or credit cards are used, as well as Zelle services. Additionally, the company offers ATM/debit cards; and online, mobile, and telephone banking services. It operates in three locations in Jacksonville, Holly Ridge, and Richlands, North Carolina. Coastal Bank & Trust was founded in 2009 and is headquartered in Jacksonville, North Carolina.
Full CABT 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.