Home › Compare › BFCFX vs JEPQ
BFCFX yields 4.24% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, BFCFX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of BFCFX + JEPQ for your $10,000?
The investment seeks to provide maximum total return consistent with capital preservation and prudent risk management. The fund normally invests at least 80% of its assets in corporate debt securities, which may be represented by other investment instruments, including derivatives. It will also normally invest all of its assets in debt instruments, including bonds, mortgage- and other asset-backed securities, cash, cash equivalents and certain derivative instruments, with quality ratings of Baa3 or better or BBB- or better or in debt instruments that are unrated but determined at the time of purchase to be of equivalent quality by the investment adviser.
Full BFCFX 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.