Home › Compare › PBFBX vs JEPQ
PBFBX yields 13.11% · JEPQ yields 11.10%● Live data
📍 PBFBX pulled ahead of the other in Year 1
Combined, PBFBX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PBFBX + JEPQ for your $10,000?
The investment seeks income and long-term growth of capital. The fund invests in a portfolio of equity, fixed-income and money market securities that is actively managed to capitalize on opportunities created by perceived misvaluation. It will invest 45% to 70% of its total assets in equity and equity-related securities. Under normal circumstances, 30% to 55% of the fund's total assets are invested in fixed income securities. It may invest up to 15% of its total assets in equity-related securities of small companies.
Full PBFBX 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.