TLCI yields 0.63% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, TLCI + JEPI cover 0 of 12 months — good coverage
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TLCI concentrates on large-cap equity securities from non-US companies, applying a bottom-up approach to select 25 to 40 diverse, financially sound businesses. Selection emphasizes high cash returns on tangible capital, strong balance sheets, and management committed to shareholder interests. Up to 10% of assets may be invested in emerging markets, creating an additional growth avenue. The fund avoids specific sector focuses but may emphasize certain sectors for higher potential returns. With a typical holding period of around five years, TCLI aims to minimize transaction costs and taxes. The fund's approach is centered on achieving long-term capital appreciation by investing in undervalued companies with strong growth prospects. Sales occur when overvaluation is detected, fundamentals falter, or better opportunities arise.
Full TLCI 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.