Home › Compare › BFSAX vs JEPQ
BFSAX yields 10.52% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, BFSAX + JEPQ cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of BFSAX + JEPQ for your $10,000?
The investment seeks long-term appreciation through growth of principal and income. The fund will invest primarily in large capitalization common stocks that in the opinion of the fund's adviser, Bradley, Foster & Sargent, Inc. (the "Adviser"), appear to be high quality and attractively valued companies. Equity securities in which the fund may invest include common stocks and common stock equivalents and shares of other investment companies (including open-end and closed-end funds and exchange-traded funds ("ETFs")) whose portfolios primarily consist of equity securities.
Full BFSAX 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.