IBMJ yields 7.82% · JEPI yields 8.40%● Live data
📍 IBMJ pulled ahead of the other in Year 1
Combined, IBMJ + JEPI cover 0 of 12 months — good coverage
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The investment seeks to track the investment results of the S&P AMT-Free Municipal Series Dec 2021 IndexTM, which measures the performance of investment-grade, non-callable U.S. municipal bonds maturing in 2021. The fund generally will invest at least 90% of its assets in the component securities of the underlying index, and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index.
Full IBMJ 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.