TXUE yields 1.06% · JEPI yields 8.56%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, TXUE + JEPI cover 0 of 12 months — good coverage
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TXUE opportunistically constructs a portfolio of 50-55 non-US large-cap issuers across sectors and developed markets. Investments consist of basic value stocks, consistent earners, and emerging franchises. The objective is to optimize risk-adjusted returns by identifying undervalued companies with strong fundamentals, including those mispriced due to unfavorable market perceptions or industry-specific challenges. Positions are based on bottom-up fundamental analysis of company-specific factors, complemented by macroeconomic insights on interest rates, inflation, and geopolitical trends. While predominantly focused on large-cap stocks, the fund may invest across all capitalizations. The fund may use derivatives, such as currency forwards, to hedge foreign currency exposure.
Full TXUE 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.