Home › Compare › PFDOX vs JEPQ
PFDOX yields 2.83% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, PFDOX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PFDOX + JEPQ for your $10,000?
The fund seeks to achieve its investment objective by investing more than 80% of the fund’s assets, plus any amounts for borrowing, in shares of mutual funds or exchange-traded funds (“ETFs”) managed by PIMCO, under normal circumstances (“PIMCO underlying funds”). In addition, at least 80% of the fund’s assets (defined as net assets plus the amount of any borrowing for investment purposes) will be invested in PIMCO underlying funds that invest primarily in bond instruments.
Full PFDOX 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.