Home › Compare › CIGAX vs JEPQ
CIGAX yields 1.82% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, CIGAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of CIGAX + JEPQ for your $10,000?
The investment seeks to maximize total return, consistent with income generation and prudent investment management, while investing in a portfolio of fixed income securities that fund management views as generating positive social and/or environmental impacts. The fund seeks to achieve its objective by investing at least 80% of its net assets, plus any borrowings for investment purposes, in mortgage-backed and other mortgage-related securities that are issued or guaranteed by the U.S. government and its agencies.
Full CIGAX 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.