Home › Compare › JGBSX vs JEPQ
JGBSX yields 0.38% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, JGBSX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of JGBSX + JEPQ for your $10,000?
The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Bonds include, but are not limited to, corporate bonds, government notes and bonds, convertible bonds, commercial and residential mortgage-backed securities, and zero-coupon bonds. It invests in corporate debt securities of issuers in a number of different countries, which may include the United States. The fund may invest up to 35% of its net assets in high-yield/high-risk debt securities.
Full JGBSX 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.