NSAM yields 12.63% · JEPI yields 8.40%● Live data
📍 NSAM pulled ahead of the other in Year 1
Combined, NSAM + JEPI cover 0 of 12 months — good coverage
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NorthStar Asset Management Group Inc. was a global asset management firm focused on strategically managing real estate and other investment platforms. The company offered a range of investment advisory services to individuals, families, and institutions. In 2017, NSAM merged with Colony Capital, Inc. and NorthStar Realty Finance Corp. to form Colony NorthStar, Inc., which later rebranded as DigitalBridge Group, Inc.
Full NSAM 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.