Home › Compare › FOCWX vs JEPQ
FOCWX yields 6.07% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FOCWX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FOCWX + JEPQ for your $10,000?
The investment seeks growth of capital. The fund will invest approximately 65% of its assets in the large-cap portion of the fund and 35% of its assets in the small- and mid-cap portion of the fund. These percentages reflect the projected asset allocations under normal market conditions and may be rebalanced from time to time. The fund will generally hold up to a total of 40 securities, including approximately 10 to 20 securities in the large-cap portion and approximately 20 securities in the small- and mid-cap portion of the fund. The fund is non-diversified.
Full FOCWX 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.