Home › Compare › GMLGX vs JEPQ
GMLGX yields 19.46% · JEPQ yields 11.10%● Live data
📍 GMLGX pulled ahead of the other in Year 1
Combined, GMLGX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of GMLGX + JEPQ for your $10,000?
Under normal circumstances, the fund invests at least 80% of its assets in the securities of large capitalization companies. The sub-advisor considers large capitalization companies to be companies, at the time of purchase, whose market capitalizations are within the range of the market capitalizations in the Russell 1000® Index. It also may invest in derivatives such as futures, forwards and other similar instruments in order to equitize cash balances by gaining exposure to relevant equity markets.
Full GMLGX 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.