Home › Compare › RLTAX vs JEPI
RLTAX yields 13.92% · JEPI yields 8.40%● Live data
📍 RLTAX pulled ahead of the other in Year 1
Combined, RLTAX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of RLTAX + JEPI for your $10,000?
The investment seeks to achieve long-term capital appreciation. The fund is designed to meet investor needs for a diversified portfolio solution with a defined objective of long-term growth through a fully managed investment policy utilizing primarily RiverFront ETFs that collectively feature a mix of exposure to equity securities and debt securities (with a strong emphasis on the former) of both United States and foreign issuers, the combination of which will be varied from time to time both with respect to types of securities and markets in response to changing market and economic trends.
Full RLTAX 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.