Home › Compare › FATRX vs JEPQ
FATRX yields 4.94% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FATRX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FATRX + JEPQ for your $10,000?
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities. The advisor actively manages the duration of the fund and purchases securities such that the average weighted duration of the fund's portfolio will typically range within plus or minus four years of the fund benchmark's duration. Its fixed income investments focus primarily on investment grade securities, but may at times include securities rated below investment grade.
Full FATRX 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.