HYSD yields 5.66% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, HYSD + JEPQ cover 0 of 12 months — good coverage
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HYSD is an actively managed fund that aims to provide a high level of current income by investing in high yield debt. The underlying portfolio is managed based on in-house credit research and proprietary rating system, combined with a tactical approach. The investment process focuses on managing downside risk. The fund primarily holds corporate debt securities and floating rate loans rated below investment grade. They may also invest in investment grade debt instruments and in debt instruments of foreign issuers. The corporate debt securities of the fund are typically unsecured with a fixed-rate of interest. HYSD aims for a dollar-weighted average effective maturity of five years or less, and a duration of three years or less.
Full HYSD 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.