Home › Compare › PTTFX vs JEPI
PTTFX yields 5.12% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, PTTFX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of PTTFX + JEPI for your $10,000?
The fund's investments typically include, but are not limited to, debt instruments issued by the U.S. government and its agencies, corporate bonds, bank loans, and various types of mortgage-backed and asset-backed securities. It may invest up to 35% of its net assets in corporate bonds and other debt instruments that are rated below investment-grade, commonly known as junk bonds or high yield bonds, by each of the rating agencies that have assigned a rating to the security or, if unrated, deemed by T. Rowe Price to be below investment-grade.
Full PTTFX 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.