Home › Compare › KCMTX vs JEPI
KCMTX yields 17.71% · JEPI yields 8.40%● Live data
📍 KCMTX pulled ahead of the other in Year 1
Combined, KCMTX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of KCMTX + JEPI for your $10,000?
The fund employs a flexible investment strategy, meaning it has the freedom to invest globally in companies of all sizes and in all sectors, long or short, in equities, fixed income, certain derivatives, and cash. To achieve its investment objectives, the fund invests principally in domestic and foreign equity securities (common stock and depository receipts), exchange traded funds, swaps, futures and options.
Full KCMTX 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.