Home › Compare › MFVZX vs JEPQ
MFVZX yields 80.21% · JEPQ yields 11.10%● Live data
📍 MFVZX pulled ahead of the other in Year 1
Combined, MFVZX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MFVZX + JEPQ for your $10,000?
The fund invests primarily in equity securities of U.S. companies that the fund's subadvisers believe are financially sound, valued conservatively by the market, and have improving prospects. It typically invests most of its assets in equity securities of U.S. companies, but may invest in foreign securities and American Depositary Receipts ("ADRs"), including emerging market securities. The fund generally will not invest more than 30% of its total assets in foreign securities.
Full MFVZX 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.