Home › Compare › MSAQX vs JEPQ
MSAQX yields 3.64% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MSAQX + JEPQ cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of MSAQX + JEPQ for your $10,000?
The investment seeks long-term capital appreciation. Under normal market conditions, the fund's investment objective by investing primarily in equity securities of issuers located in Asia, excluding Japan. In selecting securities for investment, the Adviser seeks high quality established and emerging companies that the Adviser believes are undervalued at the time of purchase. For purposes of maintaining exposure of at least 80% of the fund's assets to equity securities of issuers located in Asia, the fund may also invest in ADRs, GDRs and other types of depositary receipts with respect to issuers located in Asia.
Full MSAQX 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.