GPM yields 165.79% · JEPI yields 8.40%● Live data
📍 GPM pulled ahead of the other in Year 1
Combined, GPM + JEPI cover 0 of 12 months — good coverage
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Guggenheim Enhanced Equity Income Fund is a diversified, closed-end management investment company. The Fund's primary investment objective is to seek to provide a high level of current income and current gains, with a secondary objective of long-term capital appreciation. The Fund seeks to achieve its investment objective by obtaining exposure to the equity markets and utilizing a covered call strategy, which will follow a rules-based methodology. The Fund may seek to obtain exposure to equity markets through investments in exchange-traded funds (ETFs) or other investment funds that track equity market indices, through investments in individual equity securities, and/or through derivative instruments that replicate the economic characteristics of exposure to equity securities or markets. Guggenheim Funds Investment Advisors, LLC serves as the investment advisor to the Fund. Guggenheim Partners Investment Management, LLC serves as the Fund's investment sub-advisor.
Full GPM 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.