Home › Compare › MFIOX vs JEPQ
MFIOX yields 4.72% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MFIOX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MFIOX + JEPQ for your $10,000?
The investment seeks total return with an emphasis on high current income, but also considering capital appreciation. MFS normally invests the fund's assets primarily in a broad range of debt instruments issued by U.S. and foreign corporate, government, and other entities, including below investment grade quality debt instruments and debt instruments of issuers located in emerging market countries. MFS focuses on investing the fund's assets in corporate bonds, mortgage-backed securities and other securitized instruments, U.S. government securities, and debt instruments of issuers located in emerging market countries.
Full MFIOX 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.