MUSE yields 7.75% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MUSE + JEPQ cover 0 of 12 months — good coverage
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MUSE is actively managed to invest in a diversified portfolio of high-yield fixed income securities of any maturity. It provides exposure to various fixed income sectors, such as bank loans, foreign securities dominated in any currencies, US government and corporate bonds, and TIPS. Up to 20% can be allocated to securitized investments, such as residential and commercial mortgage-backed securities, ABS, and CLOs. It may also invest in emerging markets and distressed bonds. Portfolio selection involves independent, bottom-up research to identify securities that are undervalued and that offer a superior risk/return profile. The fund may engage in frequent trading which may increase transaction costs. It may utilize derivatives for hedging, risk management, and to increase income.
Full MUSE 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.