Home › Compare › MRGIX vs JEPQ
MRGIX yields 20.88% · JEPQ yields 11.10%● Live data
📍 MRGIX pulled ahead of the other in Year 1
Combined, MRGIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MRGIX + JEPQ for your $10,000?
The investment seeks to maximize total return consistent with current income. The fund invests primarily in U.S. and foreign debt securities, including those in emerging markets. Debt securities include all types of fixed and floating rate securities including high yield securities (junk bonds), investment grade corporate bonds, U.S. Treasury, agency, and municipal securities, and foreign government securities, including inflation-indexed securities of U.S. and non-U.S. governments, convertible securities, preferred securities, and mortgage-backed and asset-backed securities.
Full MRGIX 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.