IWMY yields 57.87% · MRK yields 2.76%● Live data
📍 IWMY pulled ahead of the other in Year 1
Combined, IWMY + MRK cover 0 of 12 months — good coverage
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IWMY is actively managed to seek potential daily income on the price, and monthly distributions by utilizing options strategies. The fund implements two strategies: The first seeks to provide daily income by selling put options either at-the-money or up to 5% in-the-money, expiring the next trading day. The option positions become profitable if the Russell 2000 Index increases in value. The second strategy involves selling in-the-money put options to attempt a minimum daily income of 0.25% to seek monthly distributions. If this is determined to not be achievable, the fund will sell options that are priced at the current market value to maximize income. Even during periods of adverse market conditions, the fund will not seek defensive positions and it will not directly or fully participate in the gains of the index. The funds risk and return potential will fluctuate daily. A significant portion of the portfolio will be held in short-term US Treasury securities, which will serve as collateral for the short put option positions.
Full IWMY Calculator →Merck & Co., Inc. operates as a healthcare company worldwide. It operates through two segments, Pharmaceutical and Animal Health. The Pharmaceutical segment offers human health pharmaceutical products in the areas of oncology, hospital acute care, immunology, neuroscience, virology, cardiovascular, and diabetes, as well as vaccine products, such as preventive pediatric, adolescent, and adult vaccines. The Animal Health segment discovers, develops, manufactures, and markets veterinary pharmaceuticals, vaccines, and health management solutions and services, as well as digitally connected identification, traceability, and monitoring products. It serves drug wholesalers and retailers, hospitals, and government agencies; managed health care providers, such as health maintenance organizations, pharmacy benefit managers, and other institutions; and physicians and physician distributors, veterinarians, and animal producers. The company has collaborations with AstraZeneca PLC; Bayer AG; Eisai Co., Ltd.; Ridgeback Biotherapeutics; and Gilead Sciences, Inc. to jointly develop and commercialize long-acting treatments in HIV. Merck & Co., Inc. was founded in 1891 and is headquartered in Kenilworth, New Jersey.
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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.