Home › Compare › HCYAX vs JEPI
HCYAX yields 6.51% · JEPI yields 8.40%● Live data
📍 HCYAX pulled ahead of the other in Year 1
Combined, HCYAX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of HCYAX + JEPI for your $10,000?
The fund utilizes a disciplined approach to balancing fixed income investments with historically higher income producing equity investments, with a focus on minimizing absolute risk and volatility. The fund's subadviser generally seeks to mitigate portfolio risk and volatility by creating a diversified portfolio of income producing securities that also offer the potential for capital appreciation but also may invest in options to attempt to hedge volatility and portfolio risks.
Full HCYAX 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.