Home › Compare › LTXFX vs JEPQ
LTXFX yields 2.58% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, LTXFX + JEPQ cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of LTXFX + JEPQ for your $10,000?
The investment seeks to provide current income exempt from regular federal income tax, consistent with the maturity and quality standards, and to preserve capital. The fund will invest at least 80% of its assets in, or derive at least 80% of its income from, securities that are exempt from regular federal income tax and that do not subject the investors to federal alternative minimum tax. It invests primarily in debt securities rated A- or better or A3 or better, or unrated but determined by the fund's investment adviser to be of equivalent quality. The dollar-weighted average effective maturity of the fund's portfolio is between three and 10 years.
Full LTXFX 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.