PKO yields 148.70% · JEPQ yields 11.10%● Live data
📍 PKO pulled ahead of the other in Year 1
Combined, PKO + JEPQ cover 0 of 12 months — good coverage
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PIMCO Income Opportunity Fund (the Fund) is a diversified closed-end management investment company. The Fund's investment objective is to seek current income as a primary focus and also capital appreciation. The Fund invests a substantial portion of assets in a variety of mortgage-related securities and may hold common stocks, including those received from conversion of other portfolio securities. The Fund may invest up to 40% of its total assets in bank loans (including, among others, senior loans, delayed funding loans and revolving credit facilities). The Fund may also invest up to 40% of its total assets in securities of issuers economically tied to emerging market countries. The Fund invests in range of portfolio sectors, which include the United States Government Related, mortgage, non-agency mortgage, high yield credit, emerging markets, emerging markets and other. Pacific Investment Management Company LLC is the investment manager of the Fund.
Full PKO 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.