Home › Compare › PAGLX vs JEPQ
PAGLX yields 12.04% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, PAGLX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PAGLX + JEPQ for your $10,000?
The fund normally invests at least 80% of its net assets (including any borrowings for investment purposes) in stocks. Under normal conditions, it will invest in at least five countries, one of which will be the U.S., and at least 30% of its net assets will be invested in securities outside the U.S., including emerging markets.
Full PAGLX 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.