Home › Compare › MCIIX vs JEPQ
MCIIX yields 15.21% · JEPQ yields 11.10%● Live data
📍 MCIIX pulled ahead of the other in Year 1
Combined, MCIIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MCIIX + JEPQ for your $10,000?
The fund invests at least 80% of its assets in corporate debt securities, including convertible debt securities. Although the fund will invest primarily in U.S. dollar denominated securities with a minimum rating in the lowest investment grade category at the time of purchase, it may invest up to 20% of its assets in debt securities that are below investment grade, also known as high yield securities or "junk bonds," and non-U.S. dollar denominated foreign debt securities.
Full MCIIX 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.