Home › Compare › NSFBX vs JEPI
NSFBX yields 18.50% · JEPI yields 8.40%● Live data
📍 NSFBX pulled ahead of the other in Year 1
Combined, NSFBX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of NSFBX + JEPI for your $10,000?
The advisor employs an asset allocation strategy designed for investors planning to retire within a few years of the target year designated in the fund's name. The fund allocates its assets among investments in segments and underlying funds managed by the adviser or affiliated advisers and subadvisers that invest directly in securities. Its asset allocation will become more conservative over time by reducing its equity exposure and increasing its fixed-income exposure in accordance with a "glide path" until approximately 10 years following its target year.
Full NSFBX 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.
Full JEPI Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.