Home › Compare › TRSGX vs JEPI
TRSGX yields 6.89% · JEPI yields 8.40%● Live data
📍 TRSGX pulled ahead of the other in Year 1
Combined, TRSGX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of TRSGX + JEPI for your $10,000?
The fund invests in a diversified portfolio typically consisting of approximately 80% stocks; 16% bonds, money market securities, and cash reserves; and 4% alternative investments, including through hedge funds. Under normal conditions, its allocation to the broad asset classes will be within the following ranges: stocks (70-90%), bonds, money markets securities, and cash reserves (5-25%), and alternative investments (0-10%).
Full TRSGX 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.