FEMD yields 6.17% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FEMD + JEPQ cover 0 of 12 months — good coverage
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FEMD invests primarily in equity securities of US mid-cap companies, defined as companies with market capitalizations not exceeding those in the Russell Mid Cap Index at the time of investment. The fund seeks long-term capital growth by focusing on what the adviser views as opportunistic investment situations, including company turnarounds, emerging growth companies with interrupted earnings patterns, businesses with unrecognized asset values, and companies trading below assessed worth. While the portfolio is centered on domestic equities, the fund may also invest to a lesser extent in non-US issuers through depositary receipts. Cash and cash equivalents may be held for liquidity and portfolio management purposes.
Full FEMD 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.