Home › Compare › MWFRX vs JEPI
MWFRX yields 0.61% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, MWFRX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of MWFRX + JEPI for your $10,000?
The investment seeks primarily to maximize current income, with a secondary objective of long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in floating rate investments and in investments that are the economic equivalent of floating rate investments. The fund's investments may have any credit quality without limitation, including investments rated below investment grade. Under normal circumstances, a substantial portion of the fund's portfolio will consist of leveraged loans rated below investment grade or unrated.
Full MWFRX 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.