Home › Compare › HSPGX vs JEPQ
HSPGX yields 12.83% · JEPQ yields 11.10%● Live data
📍 HSPGX pulled ahead of the other in Year 1
Combined, HSPGX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of HSPGX + JEPQ for your $10,000?
The investment seeks long-term growth through capital appreciation. Under normal conditions, the fund typically invests in equity securities, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes. This includes smaller companies, which are defined by the Adviser as those having a market capitalization equal to or less than that of the largest companies in the Russell 2000 Index.
Full HSPGX 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.