Home › Compare › FRSGX vs JEPQ
FRSGX yields 8.53% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FRSGX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FRSGX + JEPQ for your $10,000?
The fund invests at least 80% of its net assets in the equity securities of small-capitalization and mid-capitalization companies. Small-cap companies are companies within the market capitalization range of companies in the Russell 2500™ Index and mid-cap companies are companies within the market capitalization range of companies in the Russell Midcap® Index, at the time of purchase. It, from time to time, may have significant positions in particular sectors such as information technology, consumer discretionary, healthcare and industrials.
Full FRSGX 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.