Home › Compare › FTEMX vs JEPQ
FTEMX yields 0.96% · JEPQ yields 11.10%● Live data
📍 FTEMX pulled ahead of the other in Year 6
Combined, FTEMX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FTEMX + JEPQ for your $10,000?
The fund normally invests at least 80% of the fund's assets in securities of issuers in emerging markets and other investments that are tied economically to emerging markets. It invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities, when its outlook is neutral. The adviser allocates the fund's assets across emerging markets sectors, using different Fidelity managers.
Full FTEMX 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.