CLMA yields 12.65% · JEPQ yields 11.10%● Live data
📍 CLMA pulled ahead of the other in Year 1
Combined, CLMA + JEPQ cover 0 of 12 months — good coverage
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The index is a rules-based index that seeks to identify a global portfolio of companies within the GBS Universe that generate revenue from products and services that enable CO2e Avoidance. The fund will invest all, or substantially all, of its assets in the component securities that make up the index. It will be invested, to the extent the index is so invested, in at least four different countries (including the U.S.) and will invest at least 40% of its total assets at the time of purchase in non-U.S. companies. It is non-diversified.
Full CLMA 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.