Home › Compare › FGDFX vs JEPQ
FGDFX yields 13.95% · JEPQ yields 11.10%● Live data
📍 FGDFX pulled ahead of the other in Year 1
Combined, FGDFX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FGDFX + JEPQ for your $10,000?
The investment seeks long-term growth of capital. Normally the fund invests assets in a combination of five Fidelity funds, each of which normally invests in equity securities of companies that represent a disruptive theme. Fidelity's disruptive strategies seek to identify innovative developments that could signal new directions for delivering products and services to customers.
Full FGDFX 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.