Home › Compare › NZRFF vs JEPI
NZRFF yields 4.76% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, NZRFF + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of NZRFF + JEPI for your $10,000?
Channel Infrastructure NZ Limited, together with its subsidiaries, owns the infrastructure to support the distribution of manufactured products in New Zealand. The company distributes manufactured products to its customers, including the refinery to Auckland pipeline, which transfers the product to the Wiri oil terminal located in South Auckland. It also provides laboratory testing services. The company was formerly known as The New Zealand Refining Company Limited and changed its name to Channel Infrastructure NZ Limited in March 2022. Channel Infrastructure NZ Limited was incorporated in 1961 and is based in Whangarei, New Zealand.
Full NZRFF 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.