Home › Compare › TILHX vs JEPI
TILHX yields 15.23% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 3
Combined, TILHX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of TILHX + JEPI for your $10,000?
Under normal circumstances, the fund invests at least 80% of its assets in large-cap equity securities. It invests primarily in equity securities of large domestic companies, as defined by the fund’s benchmark index that its investment adviser believes present the opportunity for growth. The fund also seeks to invest in companies expected to benefit from prospective acquisitions, reorganizations, corporate restructurings or other special situations. It may invest up to 20% of its assets in foreign investments. The fund is non-diversified.
Full TILHX 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.