Home › Compare › PHSKX vs JEPQ
PHSKX yields 53.62% · JEPQ yields 11.10%● Live data
📍 PHSKX pulled ahead of the other in Year 1
Combined, PHSKX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PHSKX + JEPQ for your $10,000?
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It invests in a select group of medium market capitalization growth companies believed by the subadviser to be undervalued relative to their future growth potential. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.
Full PHSKX 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.