Home › Compare › NWQCX vs JEPQ
NWQCX yields 3.82% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, NWQCX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of NWQCX + JEPQ for your $10,000?
The investment seeks to provide current income and capital appreciation. The fund invests at least 80% of its net assets in income producing securities. It invests at least 65% of its net assets in preferred and debt securities. It may invest without limit in below-investment-grade securities, commonly referred to as "high yield" securities or "junk" bonds. The fund may invest up to 50% of its net assets in dollar-denominated securities issued by non-U.S. companies.
Full NWQCX 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.