Home › Compare › PKSCX vs JEPQ
PKSCX yields 22.18% · JEPQ yields 11.10%● Live data
📍 PKSCX pulled ahead of the other in Year 1
Combined, PKSCX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PKSCX + JEPQ for your $10,000?
The investment seeks long-term capital appreciation, with dividend income a secondary consideration. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.
Full PKSCX 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.