Home › Compare › PMBIX vs JEPQ
PMBIX yields 3.93% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, PMBIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PMBIX + JEPQ for your $10,000?
The fund normally invests at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It may invest, without limitation, in derivative instruments, such as options, futures contracts or swap agreements, or in mortgage- or asset-backed securities. The fund may also invest up to 10% of its total assets in preferred securities.
Full PMBIX 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.