Mutual Funds Holding JEPI
Mutual Funds Holding JEPI
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
Mutual Funds Holding JEPI
Get exposure to JEPI through 27 mutual funds
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
All 27 Mutual Funds with JEPI
| Fund ↕ | Weight ↓ | |
|---|---|---|
| ATCAX Anchor Risk Managed Credit Strategies Fund Advisor Class | 9.12% | View |
| ATCSX Anchor Risk Managed Credit Strategies Fund Institutional Class | 9.12% | View |
| TNMRX 1290 Multi-Alternative Strategies Fund Class R | 9.07% | View |
| TNMAX 1290 Multi-Alternative Strategies Fund Class A | 9.07% | View |
| TNMIX 1290 Multi-Alternative Strategies Fund Class I | 9.07% | View |
| BTSAX BTS Managed Income Fund Class A | 8.10% | View |
| BTSCX BTS Managed Income Fund Class C | 8.10% | View |
| BTSIX BTS Managed Income Fund Class I | 8.10% | View |
| BTSRX BTS Managed Income Fund Class R | 8.10% | View |
| FBRLX Franklin LifeSmart Retirement Income Fund Class R | 7.38% | View |
| FLMTX Franklin LifeSmart Retirement Income Fund Class R6 | Pro | Locked |
| FLRDX Franklin LifeSmart Retirement Income Fund Advisor Class | Pro | Locked |
| FRTCX Franklin LifeSmart Retirement Income Fund Class C | Pro | Locked |
| FTRAX Franklin LifeSmart Retirement Income Fund Class A | Pro | Locked |
| EEQAX BTS Enhanced Equity Income Fund Class A | Pro | Locked |
| EEQIX BTS Enhanced Equity Income Fund Class I | Pro | Locked |
| HCYIX Hilton Tactical Income Fund Institutional Class | Pro | Locked |
| HCYAX Hilton Tactical Income Fund Investor Class | Pro | Locked |
| AIIFX Timber Point Alternative Income Fund Institutional Class | Pro | Locked |
| GPMIX GuidePath Multi-Asset Income Allocation Fund Service Class | Pro | Locked |
| GMZGX GuidePath Multi-Asset Income Allocation Fund Class RS | Pro | Locked |
| WHGIX Westwood Income Opportunity Fund Institutional Class | Pro | Locked |
| WHGOX Westwood Income Opportunity Fund Class Ultra Shares | Pro | Locked |
| WWIAX Westwood Income Opportunity Fund A Shs | Pro | Locked |
| WWICX Westwood Income Opportunity Fund Class C | Pro | Locked |
| WHGHX Westwood Multi-Asset Income Fund Institutional Class | Pro | Locked |
| WSDAX Westwood Multi-Asset Income Fund Class A | Pro | Locked |
★The Portfolio X-Ray: see what you actually own Cancel anytime★
See exactly what you own with our proprietary sector, industry & theme classification. Know instantly if you're over or under invested.
✓Advanced ETF Screener✓All holdings, not just top 10✓Sector & Theme classification✓Compare up to 10 ETFs✓ETF Overlap AnalysisUpdated daily (within 12hrs)
From FundXLS, built by a team trusted since 2014