FLIA yields 2.61% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FLIA + JEPQ cover 0 of 12 months — good coverage
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The fund seeks to maximize total investment return, consisting of a combination of interest income and capital appreciation, by investing primarily in investment grade fixed or floating-rate bonds issued by governments, government agencies and governmental-related or corporate issuers located outside the U.S. The investment manager seeks to hedge substantially all of the fund's foreign currency exposure using currency-related derivatives.
Full FLIA 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.