Home › Compare › MGFIX vs JEPQ
MGFIX yields 3.66% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MGFIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MGFIX + JEPQ for your $10,000?
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds (debt securities). The term “bond” includes any debt or fixed income securities. Up to 30% of its assets may be invested in below investment grade securities (commonly known as “junk bonds” or “high yield securities”). Up to 10% of the fund’s assets may be invested in non-U.S. dollar-denominated instruments, including sovereign and corporate bonds.
Full MGFIX 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.