Home › Compare › ACTIX vs JEPQ
ACTIX yields 3.13% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, ACTIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of ACTIX + JEPQ for your $10,000?
The investment seeks long-term capital growth. The fund invests primarily in stocks of medium to large companies that the portfolio managers believe are undervalued at the time of purchase. In selecting stocks, the portfolio managers look for companies that are temporarily out of favor in, or whose value is not yet recognized by, the market. To identify these companies, the portfolio managers look for companies with earnings, cash flows and/or assets that may not be reflected accurately in the companies' stock prices.
Full ACTIX 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.