Home › Compare › PLCIX vs JEPQ
PLCIX yields 14.23% · JEPQ yields 11.10%● Live data
📍 PLCIX pulled ahead of the other in Year 1
Combined, PLCIX + JEPQ cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of PLCIX + JEPQ for your $10,000?
Under normal market conditions, the fund invests at least 80% of its net assets in common stocks of large-capitalization companies. For this fund, the Sub-Adviser defines large-capitalization companies as companies with market capitalizations that fall within the range of companies within the Russell 1000 ® Growth Index at the time of purchase. The fund may also invest in derivative instruments, which include, index futures and options to hedge against market risk or to enhance returns. It may also invest up to 25% of its assets in foreign securities. The fund is non-diversified.
Full PLCIX 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.