Home › Compare › PIEQX vs JEPI
PIEQX yields 3.16% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, PIEQX + JEPI cover 0 of 12 months — good coverage
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The fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks that are held in the MSCI EAFE Index Net. It uses a full replication strategy, which involves investing substantially all of its assets in all of the stocks in the index in proportion to each stock’s weight in the index. The index is designed to represent the performance of large- and mid-cap securities across developed markets other than the U.S. and Canada.
Full PIEQX 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.