Home › Compare › GTCGX vs JEPQ
GTCGX yields 0.23% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, GTCGX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of GTCGX + JEPQ for your $10,000?
The fund normally invests at least 80% of the value of the portfolio's net assets (including borrowings for investment purposes) in fixed income securities. It invests at least 50% of the value of the portfolio's net assets (including borrowings for investment purposes) in U.S. government securities and repurchase agreements collateralized by U.S. government securities. The adviser expects to maintain a dollar-weighted average maturity of 3 to 10 years.
Full GTCGX 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.