Home › Compare › FZAMX vs JEPQ
FZAMX yields 6.71% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, FZAMX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of FZAMX + JEPQ for your $10,000?
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of companies with medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Midcap® Index or the S&P MidCap 400® Index). It invests primarily in common stocks. The fund potentially invests in companies with smaller or larger market capitalizations. It invests in domestic and foreign issuers. The fund invests in either growth stocks or value stocks or both.
Full FZAMX 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.