MJSC yields 0.62% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, MJSC + JEPI cover 0 of 12 months — good coverage
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MJSC invests in small-cap Japanese companies with pioneering business models, strong competitive positions, capable management, and attractive valuations. The portfolio includes common and preferred stocks, depositary receipts, REITs, IPOs, and ETFs. Stock selection follows a thematic process, combining quantitative screens and proprietary supply chain analysis to identify early-stage, high-growth companies positioned for structural and cyclical trends. The strategy seeks to capitalize on inefficiencies in Japan's under-researched small-cap market. While focused on Japan, the fund may allocate up to 20% of assets to companies outside Japan, including both emerging and developed markets. Up to one-third of the portfolio may be lent with collateral safeguards to generate additional income. Positions are actively monitored, with sales initiated when growth prospects weaken or valuations become stretched.
Full MJSC 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.