Home › Compare › PFIAX vs JEPQ
PFIAX yields 5.35% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, PFIAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PFIAX + JEPQ for your $10,000?
The investment seeks to maximize current income; long-term capital appreciation is a secondary objective. The fund seeks to achieve its investment objective by investing under normal circumstances at least 65% of its total assets in a multi-sector portfolio of Fixed Income Securities of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest up to 30% of its total assets in high yield securities rated below investment grade Moody's, S&P or Fitch, or if unrated, as determined by PIMCO.
Full PFIAX 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.