Home › Compare › GWPFX vs JEPQ
GWPFX yields 6.30% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, GWPFX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of GWPFX + JEPQ for your $10,000?
The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will primarily consist of growth funds. Through its investments in the underlying funds, the fund will have significant exposure to growth-oriented common stocks. It will typically have significant exposure to issuers domiciled outside the United States. The fund may also have exposure to smaller capitalization issuers and issuers domiciled in emerging markets.
Full GWPFX 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.