Home › Compare › TRAMX vs JEPI
TRAMX yields 10.84% · JEPI yields 8.40%● Live data
📍 TRAMX pulled ahead of the other in Year 1
Combined, TRAMX + JEPI cover 0 of 12 months — good coverage
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The fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in African and Middle Eastern companies. While the adviser invests with an awareness of the outlook for certain industry sectors and individual countries within the region, the adviser’s decision-making process focuses on bottom-up stock selection. The fund is non-diversified.
Full TRAMX 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.