LCIZ yields 7.71% · PEP yields 3.63%● Live data
📍 PEP pulled ahead of the other in Year 6
Combined, LCIZ + PEP cover 0 of 12 months — good coverage
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LCIZ uses swap agreements and listed call options to make bearish bets on the share price of Lucid Group, Inc. (NASDAQ: LCID). The fund may also invest directly in the LCID. The company is a technology and automotive company that engages in designing, engineering, and manufacturing electric vehicles, EV powertrains, and battery systems. The fund seeks to maintain inverse daily leveraged exposure equivalent to 200% of the daily percentage change in LCID price through daily rebalancing. Returns may deviate from the expected -200% if held for longer than a single day due to factors such as volatility and compounding. The fund expects to invest in US Government securities, money market funds, short-term bond ETFs, and corporate debt as collateral.
Full LCIZ Calculator →PepsiCo, Inc. manufactures, markets, distributes, and sells various beverages and convenient foods worldwide. The company operates through seven segments: Frito-Lay North America; Quaker Foods North America; PepsiCo Beverages North America; Latin America; Europe; Africa, Middle East and South Asia; and Asia Pacific, Australia and New Zealand and China Region. It provides dips, cheese-flavored snacks, and spreads, as well as corn, potato, and tortilla chips; cereals, rice, pasta, mixes and syrups, granola bars, grits, oatmeal, rice cakes, simply granola, and side dishes; beverage concentrates, fountain syrups, and finished goods; ready-to-drink tea, coffee, and juices; dairy products; and sparkling water makers and related products. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. The company was founded in 1898 and is headquartered in Purchase, New York.
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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.