Home › Compare › MFOCX vs JEPQ
MFOCX yields 18.53% · JEPQ yields 11.10%● Live data
📍 MFOCX pulled ahead of the other in Year 1
Combined, MFOCX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MFOCX + JEPQ for your $10,000?
The fund invests primarily in the common stocks of large companies that are selected for their long-term growth potential. It will normally hold a core position of between 20 and 35 common stocks. In selecting investments for the fund, the investment adviser uses an approach that emphasizes the selection of what the investment adviser believes are stocks of high-quality companies with compelling potential for long-term capital appreciation. The investment approach combines "top-down" analysis and "bottom-up" analysis and security analysis to identify opportunities. The fund is non-diversified.
Full MFOCX 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.