Home › Compare › ABLOX vs JEPQ
ABLOX yields 14.17% · JEPQ yields 11.10%● Live data
📍 ABLOX pulled ahead of the other in Year 1
Combined, ABLOX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of ABLOX + JEPQ for your $10,000?
The manager focuses on stocks of companies that the advisor believes demonstrate growth potential and on fixed-income securities, with emphasis on income-producing securities that appear to have potential for capital appreciation. It normally will invest at least 25% of its net assets in fixed-income securities and at least 25% of its net assets in equity securities. The fund also may invest up to 10% of its net assets in lower-rated securities, rated "B" (or the equivalent) or better by any one of those rating agencies.
Full ABLOX Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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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.