Home › Compare › HAVLX vs JEPI
HAVLX yields 22.37% · JEPI yields 8.40%● Live data
📍 HAVLX pulled ahead of the other in Year 1
Combined, HAVLX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of HAVLX + JEPI for your $10,000?
The fund invests primarily in equity securities, principally common and preferred stocks of large cap companies. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in securities of large cap companies. The Subadviser focuses on those companies that the advisor believes are higher quality businesses that are undervalued by the market relative to what the Subadviser believes to be their fair value. The fund may invest up to 20% of its total assets in the securities of foreign issuers, including issuers located or doing business in emerging markets.
Full HAVLX 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.