Home › Compare › FHLKX vs JEPI
FHLKX yields 3.05% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, FHLKX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of FHLKX + JEPI for your $10,000?
The fund is designed to assist investors in saving for future eligible medical expenses. Investing primarily in a combination of both actively and passively managed Fidelity bond and equity funds and affiliated and unaffiliated exchange-traded funds (collectively, underlying funds). Investing approximately 30% of the fund's assets in underlying equity funds and 70% of the fund's assets in underlying bond funds.
Full FHLKX 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.