Home › Compare › POLRX vs JEPQ
POLRX yields 46.80% · JEPQ yields 11.47%● Live data
📍 POLRX pulled ahead of the other in Year 1
Combined, POLRX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of POLRX + JEPQ for your $10,000?
The investment seeks to achieve long-term growth of capital. The fund typically invests in a focused portfolio of common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase) that, in the Adviser's opinion, have a sustainable competitive advantage. Although it may not "concentrate" (invest 25% or more of its net assets) in any industry, the fund may focus its investments from time to time in one or more sectors of the economy or stock market. It is non-diversified.
Full POLRX 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.