EMKT yields 7.76% · JEPI yields 8.40%● Live data
📍 EMKT pulled ahead of the other in Year 1
Combined, EMKT + JEPI cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of EMKT + JEPI for your $10,000?
EMKT focuses on equity securities of companies whose principal business activities are in emerging market countries, as defined by the MSCI Emerging Markets universe. The fund invests mainly in common stocks, but may also hold preferred and convertible securities, including depositary receipts. The strategy emphasizes identifying companies that appear undervalued relative to their earnings, cash flows, or asset values. While the fund can invest across market capitalizations, implementation may from time to time lead to greater exposure to larger companies depending on market conditions. The portfolio may also experience periods of higher weighting in particular sectors or regions as a result of bottom-up stock selection rather than top-down allocation. Under normal conditions, at least 80% of net assets are invested in securities tied to emerging markets. EMKT converted from the Lazard Emerging Markets Core Equity portfolio with $ 123.8 million in assets.
Full EMKT 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.
Full JEPI Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.