Home › Compare › WRDEF vs JEPI
WRDEF yields 6.52% · JEPI yields 8.40%● Live data
📍 WRDEF pulled ahead of the other in Year 1
Combined, WRDEF + JEPI cover 0 of 12 months — good coverage
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At Wereldhave, we're reinventing shopping centers. Our centers are places where people go, not only to shop, but also to work, relax and spend time with friends and family. We now own and operate 30 center locations across the Netherlands, Belgium and France combining leisure, entertainment, health & beauty and food & drink with more traditional retail. We choose centers close to cities that are well connected to public transport and where we can offer free parking. Our centers are anchored around food retail each has at least one hypermarket or two to three supermarkets. Our centers are places where people go, not only to shop, but also to meet and relax with friends and family. We take a deliberately long-term approach. Our aim is to deliver attractive returns for our investors, create positive value for local communities and other stakeholders and, over time, increase the value of our investments. As a business, consumers are at the heart of everything we do.
Full WRDEF 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.