Home › Compare › UTALX vs JEPI
UTALX yields 14.65% · JEPI yields 8.40%● Live data
📍 UTALX pulled ahead of the other in Year 1
Combined, UTALX + JEPI cover 0 of 12 months — good coverage
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What's the optimal mix of UTALX + JEPI for your $10,000?
Target Enrollment 2036/2037 Investment Option is a U.S.-domiciled target-date mutual fund designed for investors expecting to retire around 2036–2037. The fund follows a glide path strategy, gradually shifting from higher equity exposure to a more conservative allocation as the target date approaches.
Full UTALX 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.