Home › Compare › MFXAX vs JEPQ
MFXAX yields 20.96% · JEPQ yields 11.10%● Live data
📍 MFXAX pulled ahead of the other in Year 1
Combined, MFXAX + 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 MFXAX + JEPQ for your $10,000?
The investment seeks above-average total return over a market cycle of three to five years. The fund normally invests 80% of its assets in fixed income securities. It invests primarily in a diversified mix of U.S. dollar-denominated investment grade fixed income securities, including U.S. government, corporate, municipal, mortgage- and asset-backed securities. The fund will ordinarily seek to maintain an average weighted maturity between five and ten years. It may, but it is not required to, use derivative instruments for a variety of purposes, including hedging, risk management, portfolio management or to earn income.
Full MFXAX 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.