NSAM yields 12.63% · JEPQ yields 11.10%● Live data
📍 NSAM pulled ahead of the other in Year 1
Combined, NSAM + JEPQ cover 0 of 12 months — good coverage
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NorthStar Asset Management Group Inc. was a global asset management firm focused on strategically managing real estate and other investment platforms. The company offered a range of investment advisory services to individuals, families, and institutions. In 2017, NSAM merged with Colony Capital, Inc. and NorthStar Realty Finance Corp. to form Colony NorthStar, Inc., which later rebranded as DigitalBridge Group, Inc.
Full NSAM 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.