Home › Compare › NWSAX vs JEPQ
NWSAX yields 34.41% · JEPQ yields 11.10%● Live data
📍 NWSAX pulled ahead of the other in Year 1
Combined, NWSAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of NWSAX + JEPQ for your $10,000?
The investment seeks long-term capital appreciation; current income is a secondary consideration in selecting portfolio investments. The fund normally invests at least 80% of its net assets in common stocks of small companies. It employs a "growth" style of investing. In other words, the fund's subadviser seeks companies whose earnings are expected to grow consistently faster than those of other companies. In pursuing this approach, the subadviser seeks to build a portfolio of exceptional small companies, purchased early in their corporate life cycle, that have the wherewithal to become exceptional large companies.
Full NWSAX 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.