PCFI yields 10.61% · JEPI yields 8.56%● Live data
📍 PCFI pulled ahead of the other in Year 1
Combined, PCFI + JEPI cover 0 of 12 months — good coverage
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PCFI provides segmented exposure to the North American fixed income market with the intention of exceeding the performance of the broader bank loan market over a credit cycle. It aims to deliver overall total return through investments in high yield, floating rate bank loans and other corporate debt securities of middle market issuers in the US and, partially, in Canada. While it primarily invests in senior secured loans, it will also hold corporate bonds, convertible bonds, and preferred stock that are believed to be undervalued. The fund utilizes value investing with the intention of balancing the risks with the potential reward of discounted securities. It mainly follows a bottom-up investment approach, emphasizing downside protection, with the aim of adding value initially through security selection. The fund will not focus on maturity and duration. The portfolio will typically include 60 to 110 credit instruments.
Full PCFI 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.