Home › Compare › RLGAX vs JEPI
RLGAX yields 6.38% · JEPI yields 8.40%● Live data
📍 RLGAX pulled ahead of the other in Year 1
Combined, RLGAX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of RLGAX + JEPI for your $10,000?
The adviser and sub-adviser seek to achieve the fund's investment objective by strategically investing in, and tactically adjusting allocations to, exchange-traded funds (ETFs) that, under normal market conditions, are expected to consist of ETFs sub-advised by RiverFront as well as unaffiliated ETFs. The fund also seeks, under normal market conditions, a target asset allocation, on a look-through basis, of 60% to equities and 40% to fixed-income securities.
Full RLGAX 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.