Home › Compare › MBEAX vs JEPI
MBEAX yields 17.21% · JEPI yields 8.40%● Live data
📍 MBEAX pulled ahead of the other in Year 1
Combined, MBEAX + JEPI cover 0 of 12 months — good coverage
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The investment seeks to achieve long-term capital appreciation with moderate current income. The fund will invest 55-70% of its net assets in equity securities and invest the remainder of its assets in fixed income securities, cash and cash equivalents. The equity portion of the fund is invested primarily in a diversified global portfolio of equity securities, including common and preferred stocks, convertible securities, ETFs, ADRs, GDRs and other depositary receipts of non- U.S. listed companies. It will invest 30-45% of its net assets in fixed income securities (including cash and cash equivalents).
Full MBEAX 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.