Home › Compare › MNVAX vs JEPQ
MNVAX yields 7.23% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MNVAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MNVAX + JEPQ for your $10,000?
The fund seeks to achieve its investment objective by investing in the common stock of established, high-quality companies selected via bottom-up fundamental analysis. Under normal market conditions, it will maintain at least 80% of its net assets (including borrowings for investment purposes) in such securities. The fund may also invest up to 35% of its assets in foreign securities (including American Depositary Receipts and emerging market securities). To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.
Full MNVAX 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.