Home › Compare › PFPRX vs JEPQ
PFPRX yields 19.19% · JEPQ yields 11.10%● Live data
📍 PFPRX pulled ahead of the other in Year 1
Combined, PFPRX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PFPRX + JEPQ for your $10,000?
The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in mid-sized growth companies. The fund will not automatically sell or cease to purchase stock of a company it already owns just because the company's market capitalization grows or falls outside the ranges of the Russell Midcap® Growth Index, which are subject to change. The fund may normally invest up to 20% of its net assets in smaller- and larger-capitalization companies.
Full PFPRX 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.