SVBI yields 14.48% · JEPI yields 8.40%● Live data
📍 SVBI pulled ahead of the other in Year 1
Combined, SVBI + JEPI cover 0 of 12 months — good coverage
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Severn Bancorp, Inc. is a savings and loan holding company, which engages in the provision of financial services through its subsidiaries, Severn Savings Bank, FSB, Mid-Maryland Title Company, Inc., SBI Mortgage Company, and Louis Hyatt, Inc. Its subsidiaries offer personal banking, commercial banking, mortgage lending, and commercial real estate. The company is headquartered in Annapolis, Maryland and currently employs 170 full-time employees. The firm conducts business through its subsidiaries, Severn Savings Bank, FSB (the Bank) and SBI Mortgage Company (SBI). The Bank offers a range of deposit products and originates mortgages in its market of Anne Arundel County, Maryland and in other parts of Maryland, Delaware and Virginia. SBI is engaged in the origination of mortgages not suitable for the Bank. SBI owns subsidiary companies that purchase real estate for investment purposes. The Bank provides a range of personal and commercial banking services. Personal services include mortgage lending and various other lending services, as well as checking, savings, money market, time deposit and individual retirement accounts. Commercial services include commercial secured and unsecured lending services, as well as business Internet banking, corporate cash management services and deposit services.
Full SVBI 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.