GENT yields 4.19% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, GENT + JEPQ cover 0 of 12 months — good coverage
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GENT actively invests in taxable fixed income securities both issued by US and domestic entities. These securities include US Treasurys, TIPS, US mortgage- and asset-backed securities, government debt, corporate bonds, preferred securities, floating rate notes, and agency bonds. The fund focuses on investment grade, intermediate-term debt, all with a weighted average duration equal to 150% of the Bloomberg Intermediate US Gov/Credit Index. Selection of constituents is based on a thorough review of macroeconomic data, interest rate patterns, and yield curve dynamics. Fundamental analysis with quantitative techniques is also utilized to mitigate risks. It is expected for the subadvisor to actively adjust the funds average maturity and duration to achieve its objective of maximum current income and strong total return potential in all market cycles.
Full GENT 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.