Home › Compare › HAFCX vs JEPQ
HAFCX yields 5.44% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, HAFCX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of HAFCX + JEPQ for your $10,000?
The investment seeks to provide a high level of current income consistent with growth of capital. The fund seeks to achieve its investment objective by investing across a broad range of asset classes. Under normal circumstances, Wellington Management Company LLP ("Wellington Management"), the fund's sub-adviser, targets an allocation between 30% and 50% of the fund's net assets in equity securities and 50% to 70% of the fund's net assets in fixed income securities and cash instruments.
Full HAFCX 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.