Home › Compare › MFOMX vs JEPQ
MFOMX yields 13.56% · JEPQ yields 11.10%● Live data
📍 MFOMX pulled ahead of the other in Year 1
Combined, MFOMX + 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 MFOMX + JEPQ for your $10,000?
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It invests in approximately 25-30 companies that are considered by the investment adviser to be positioned for long-term earnings growth. The fund may invest in the stocks of companies of any size, although it focuses on large-cap companies. It invests primarily in equity securities of U.S. issuers, but may invest up to 25% of its assets in the equity securities of foreign issuers, including those in emerging market countries. The fund is non-diversified.
Full MFOMX 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.