FHRT yields 8.00% · JEPI yields 8.40%● Live data
📍 FHRT pulled ahead of the other in Year 1
Combined, FHRT + JEPI cover 0 of 12 months — good coverage
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First Hartford Corporation, together with its subsidiaries, engages in the purchase, construction, development, ownership, management, rental, and sale of real estate properties in the United States. It operates through two segments, Real Estate Operations and Fee for Service. The company owns interests in various properties, which are used as shopping centers, restaurants, police stations, and apartments located in Connecticut, Delaware, Louisiana, Massachusetts, New York, New Jersey, Rhode Island, and Texas. It also provides preferred developer services for CVS, Cumberland Farms, and Wild Fork Foods. First Hartford Corporation was incorporated in 1909 and is based in Manchester, Connecticut.
Full FHRT 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.