The funds’ monthly income payments will be made from fund assets and will reduce the amount of assets available for investment by the funds. Even if the funds’ capital grows over time, such growth may be insufficient to enable the funds to maintain the amount of its targeted annual payout and targeted monthly income payments.

6 days ago · The fund sells out-of-the-money call options to reward investors and generate distributable monthly income. JEPI has generated an 8.4% annualized return over the past three years as of Feb. 5.

6 days ago · “The fund’s requirements center on income. In aiming for a dividend yield before fees that is 30% greater than the S&P 500, the fund mostly sticks to US investment-grade companies with a long ...

Jan 15, 2025 · 4. Bond Index Funds. Target annual yield: 0.10% to 3.30% Investment-grade corporate and government bonds are a staple fixed-income investment. Bonds have lower growth potential than stocks but are more likely to earn recurring income.

Nov 8, 2024 · Schwab Monthly Income Fund Income Payout (SWLRX) is the “Income Payout” variant, which pays a variable annual yield based on the market environment. According to Schwab, this can range from ...