GTOQ yields 7.02% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, GTOQ + JEPQ cover 0 of 12 months — good coverage
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IHYF utilizes a factor-based strategy that involves a systematic process that targets securities that that Sub-adviser believes will provide higher returns than other fixed income securities based on quantifiable issuer characteristics or factors. This means that the fund may have higher allocation to value bonds, low volatility bonds and high carry bonds. The funds portfolio managers may change, add and modify these factors as they deem appropriate to minimize certain risks. The fund may also invest in US Treasurys, CDOs, distressed bonds and derivatives at certain limits. Accordingly, the funds allocation limit may be deviated due to market movement. As such, the fund emphasizes the use of derivatives, such as options, futures, forward contracts, swaps, certain mortgage-related securities and asset-backed securities, in an effort to hedge against certain investment risks such as interest rates and foreign currency exposure. IHYF is a truly actively-managed fund.
Full GTOQ 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.