MLPC yields 31.44% · JEPI yields 8.56%● Live data
📍 MLPC pulled ahead of the other in Year 1
Combined, MLPC + JEPI cover 0 of 12 months — good coverage
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The investment seeks a return that based on the Performance of the Miller/Howard MLP Fundamental Index (the "index"), which the adviser refer to as the C-Tracks, are unsecured senior debt securities issued by Citigroup Inc. The index is designed to measure the performance of 25 energy master limited partnerships ("MLPs") selected quarterly by a methodology that is based upon certain quantitative fundamental factors of publicly traded MLPs, including distribution growth, estimated capital expenditures and distribution coverage.
Full MLPC 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.