KOCG yields 0.88% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, KOCG + JEPQ cover 0 of 12 months — good coverage
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Under normal circumstances, the fund invests at least 80% of its assets in equity securities, including common stock and American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") of international and domestic companies. It may invest in companies of any market capitalization located anywhere in the world, including companies located in emerging markets. The fund will focus its investments in all capitalization companies. It seeks to outperform the FTSE All-World Index.
Full KOCG 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.