PEPS yields 1.02% · NOBL yields 2.17%● Live data
📍 NOBL pulled ahead of the other in Year 1
Combined, PEPS + NOBL cover 0 of 12 months — good coverage
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PEPS is an actively managed fund that seeks long-term capital appreciation through a US large-cap equity portfolio while employing a beta-neutral call overwriting strategy. The fund specifically invests in stocks of the Solactive GBS United States 500 Index. The funds options strategy combines selling short-dated, out-of-the-money S&P 500 Index call options with offsetting long equity exposure, including investments in futures and FLEX Options that reference the S&P 500 Index and SPY ETF. The fund's performance is dependent on the equity portfolio. To avoid being subject to the straddle rules, the fund limits overlap between its equity investments and the options' underlying constituents. It also utilizes tax loss harvesting within the equity portfolio. As a result of writing call options, the fund may forgo upside participation. However, the funds sub-adviser will seek to ladder the written call option positions to mitigate this risk.
Full PEPS Calculator →The fund will invest at least 80% of its total assets in component securities of the index. The index contains a minimum of 40 stocks, which are equally weighted, and no single sector is allowed to comprise more than 30% of the index weight. It seeks to remain fully invested at all times in securities and/or financial instruments that, in combination, provide exposure to the returns of the index without regard to market conditions, trends or direction.
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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.