Home › Compare › MCRDX vs JEPQ
MCRDX yields 29.59% · JEPQ yields 11.10%● Live data
📍 MCRDX pulled ahead of the other in Year 1
Combined, MCRDX + JEPQ cover 0 of 12 months — good coverage
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The investment seeks total return over the long term. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in debt and debt-related instruments issued by companies as well as governments, quasi-governmental entities, and supra-national institutions in Asia. The fund is non-diversified.
Full MCRDX 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.