Home › Compare › PJIZX vs JEPQ
PJIZX yields 9.79% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, PJIZX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PJIZX + JEPQ for your $10,000?
The fund normally invests at least 80% of its investable assets (net assets plus borrowings made for investment purposes) in common stock and preferred stock of foreign companies. The sub-adviser manages a portfolio that includes both growth and value stocks and seeks to outperform the general international equity market. The sub-adviser utilizes a combination of active stock selection and risk management based on a number of different factors and criteria, including growth potential, valuation,quality, liquidity and investment risk. It may invest a large portion of its assets in a single country or region.
Full PJIZX 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.