Home › Compare › MWFRX vs JEPQ
MWFRX yields 0.61% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MWFRX + 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 MWFRX + JEPQ for your $10,000?
The investment seeks primarily to maximize current income, with a secondary objective of long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in floating rate investments and in investments that are the economic equivalent of floating rate investments. The fund's investments may have any credit quality without limitation, including investments rated below investment grade. Under normal circumstances, a substantial portion of the fund's portfolio will consist of leveraged loans rated below investment grade or unrated.
Full MWFRX 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.