Home › Compare › FSLSX vs JEPQ
FSLSX yields 7.70% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FSLSX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FSLSX + JEPQ for your $10,000?
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests in securities of companies that the advisor believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, or growth potential (stocks of these companies are often called "value" stocks). The fund focuses investments in medium-sized companies, but may also invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.
Full FSLSX 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.