RCGE yields 1.84% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, RCGE + JEPI cover 0 of 12 months — good coverage
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RCGE is actively managed to provide exposure to a portfolio of companies committed to managing their organizations with a gender-balance approach. The eligible universe starts from the largest 3,000 stocks by market cap in developed markets, and the largest 1,000 stocks by market-cap in emerging markets. The fund filters stocks by looking at a companys gender equality score, which is based on gender balance, gender pay gap, and policies relating to parental leave and sexual harassment. Companies in which a score cannot be determined are excluded. An additional ethics screen is used to further narrow down the eligible universe. Lastly, the fund will look at a companys financial performance, mainly debt-to-equity ratio, debt-to EBITDA, and financial statement strength. The top 150 to 200 companies with the highest gender score that meet the financial criteria are selected. The fund imposes individual, countries, and sector caps. Rebalancing is done quarterly.
Full RCGE 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.