PRMY yields 7.01% · JEPI yields 8.40%● Live data
📍 PRMY pulled ahead of the other in Year 1
Combined, PRMY + JEPI cover 0 of 12 months — good coverage
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Primary Bank provides various financial services to businesses and individuals in Southern New Hampshire. The company offers checking, savings, money market, health savings, and individual retirement accounts, as well as certificates of deposit. It also provides SBA loans, working capital and equipment lines of credit, commercial real estate loans, commercial construction loans, acquisition and development loans, residential sub-division loans, non-owner occupied multi-family loans and 1-4 family loans, business term loans, guaranteed loans, and letters of credit. In addition, the company offers cash management, remote deposit, lockbox, debit card/ATM, credit card, merchant, and online and mobile banking services. The company operates through four branches located in Bedford, Manchester, Derry, and Nashua, New Hampshire. Primary Bank was founded in 2015 and is headquartered in Bedford, New Hampshire.
Full PRMY 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.