FIF yields 6.63% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FIF + JEPQ cover 0 of 12 months — good coverage
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First Trust Energy Infrastructure Fund is a closed-ended equity mutual fund launched and managed by First Trust Advisors L.P. The fund is co-managed by Energy Income Partners LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating in the energy infrastructure sector, including pipeline companies, utilities, and other companies that derive at least 50% of their revenues from operating or providing services in support of infrastructure assets such as pipelines, power transmission, and petroleum and natural gas storage in the petroleum, natural gas, and power generation industries. It primarily invests in stocks of publicly-traded master limited partnerships and MLP affiliates. The fund benchmarks the performance of its portfolio against the Philadelphia Stock Exchange Utility Index, Alerian MLP Total Return Index, and a blended index comprised of 50% Philadelphia Stock Exchange Utility Index and 50% Alerian MLP Total Return Index. First Trust Energy Infrastructure Fund was formed on February 22, 2011 and is domiciled in the United States.
Full FIF Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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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.