IFLN yields 5.68% · JEPI yields 8.40%● Live data
📍 IFLN pulled ahead of the other in Year 1
Combined, IFLN + JEPI cover 0 of 12 months — good coverage
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PHB invests in high-yield corporate bonds rated at Ba1/BB+ or lower but not below B3/B- by Moody's or S&P. The starting universe begins with all US-based publicly traded corporations that are scored by RAFI using four fundamental factors: book value of assets, gross sales, gross dividends, and cash flow. Only companies with positive scores are selected. There are two distinct maturity cells (15 years and 510 years) that the index employs, which allow up to two bonds per issuer. The issues are weighted proportionally to a companys RAFI score. The RAFI-patented fundamental weighting scheme normally results in overweighting of higher-quality bonds. The index is reconstituted monthly and rebalanced annually for new RAFI scores.
Full IFLN 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.
Full JEPI Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.