Home › Compare › MITFX vs JEPQ
MITFX yields 17.26% · JEPQ yields 11.47%● Live data
📍 MITFX pulled ahead of the other in Year 1
Combined, MITFX + JEPQ cover 0 of 12 months — good coverage
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The investment seeks to provide a high level of current income exempt from federal income tax consistent with preservation of capital. The fund invests at least 80% of its assets in municipal securities, the income from which is exempt from federal income tax (including the federal alternative minimum tax (AMT)). It normally maintains an average dollar-weighted effective maturity of three to ten years.
Full MITFX 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.