Home › Compare › MZCSX vs JEPQ
MZCSX yields 6.03% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, MZCSX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of MZCSX + JEPQ for your $10,000?
The fund seeks to achieve its objective by allocating the fund's assets among various credit sectors of the global fixed income markets which the Advisor finds attractive from time-to-time. It will normally invest at least 80% of its net assets in corporate bonds and syndicated loans that the Advisor believes have attractive risk/reward characteristics and which are issued by U.S. and foreign corporations. The fund may invest up to 70% of its net assets in foreign securities, including up to 40% in issuers located in emerging market countries.
Full MZCSX 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.