Home › Compare › FSMSX vs JEPQ
FSMSX yields 4.08% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FSMSX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FSMSX + JEPQ for your $10,000?
The fund seeks to achieve its investment objective by actively allocating its assets across a broad spectrum of alternative investment strategies. It will seek to provide exposure to alternative strategies with low correlation to traditional equity and fixed income markets, which can enhance portfolio diversification. The strategy will be implemented through a rigorous quantitative and qualitative process intended to select high quality Underlying Managers and Alternative Beta Strategies. The fund is non-diversified.
Full FSMSX 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.