Home › Compare › FLTMX vs JEPI
FLTMX yields 2.86% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, FLTMX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of FLTMX + JEPI for your $10,000?
The fund normally invests at least 80% of assets in investment-grade municipal securities whose interest is exempt from federal income tax. It allocates assets across different market sectors and maturities. The fund invests more than 25% of total assets in municipal securities that finance similar types of projects. It maintains a dollar-weighted average maturity between three and 10 years.
Full FLTMX 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.