MJSC yields 0.62% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MJSC + JEPQ cover 0 of 12 months — good coverage
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MJSC invests in small-cap Japanese companies with pioneering business models, strong competitive positions, capable management, and attractive valuations. The portfolio includes common and preferred stocks, depositary receipts, REITs, IPOs, and ETFs. Stock selection follows a thematic process, combining quantitative screens and proprietary supply chain analysis to identify early-stage, high-growth companies positioned for structural and cyclical trends. The strategy seeks to capitalize on inefficiencies in Japan's under-researched small-cap market. While focused on Japan, the fund may allocate up to 20% of assets to companies outside Japan, including both emerging and developed markets. Up to one-third of the portfolio may be lent with collateral safeguards to generate additional income. Positions are actively monitored, with sales initiated when growth prospects weaken or valuations become stretched.
Full MJSC 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.