Home › Compare › PORYX vs JEPQ
PORYX yields 10.80% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, PORYX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PORYX + JEPQ for your $10,000?
The fund is a "fund of funds" that seeks to achieve its investment objective by primarily investing in other mutual funds ("underlying funds"). It primarily invests in mutual funds managed by the fund's advisor but may also invest in unaffiliated mutual funds or exchange-traded funds ("ETFs") to gain exposure to asset classes not available through a fund managed by the Advisor. The fund is a multi-strategy fund that will invest directly or indirectly through underlying funds in equity securities and fixed income securities.
Full PORYX 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.