NBRY yields 512.82% · JEPI yields 8.56%● Live data
📍 NBRY pulled ahead of the other in Year 1
Combined, NBRY + JEPI cover 0 of 12 months — good coverage
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Newberry Specialty Bakers, Inc. produces bakery products for grocery stores and food services industry. It offers scones, pastries, brownies, cakes, cheesecakes, cookies, single serves, pies, pie shells, and Latin deserts. Newberry Specialty Bakers, Inc. was formerly known as Coastal Foods, Inc. and changed its name to Newberry Specialty Bakers, Inc. in November 2015. The company was founded in 1990 and is based in Houston, Texas. On July 3, 2018, the voluntary petition of Newberry Specialty Bakers, Inc. for reorganization under Chapter 11 was converted to Chapter 7. It had filed for Chapter 11 bankruptcy on October 13, 2017.
Full NBRY 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.