WFCL yields 1.74% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, WFCL + JEPI cover 0 of 12 months — good coverage
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1867 Western Financial Corporation operates as the bank holding company for Bank of Stockton that provides various banking products and services. It offers checking, savings, and money market accounts; certificates of deposit; and debit and credit cards. The company also provides home, vehicle, personal, term, real estate, and agricultural loans; and construction lending, home equity lines of credit, revolving lines of credit, home refinancing, and overdraft protection services. In addition, it offers wealth management services, including investment management, corporate trustee, estate planning, executor/co-executor, estate settlement, custody, trustee agency, and retirement planning services; and retail investment and insurance services. Further, the company provides bill pay, ATM, online cash management, payroll direct deposit, payroll preparation, personnel reporting system, merchant, merchant BankCard acceptance, remote deposit, and automatic funds credit services; and Internet, mobile, and telephone banking services. 1867 Western Financial Corporation was founded in 1867 and is based in Stockton, California.
Full WFCL 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.