PJBF yields 0.28% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, PJBF + JEPI cover 0 of 12 months — good coverage
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The Fund’s investment objective is to seek long-term growth of capital. Under normal circumstances, the Fund invests at least 80% of its investable assets in equity and equity-related securities of companies that, at the time of investment, help address (or are anticipated to help address) social and environmental challenges as identified by one or more of the United Nations Sustainable Development Goals based on the subadviser's proprietary research and portfolio construction process. The Fund follows a growth investment style and will normally invest in a limited number of issuers. The Fund is an actively managed exchange-traded fund and therefore does not seek to replicate the performance of any specific index.
Full PJBF 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.