Home › Compare › PRFIX vs JEPQ
PRFIX yields 0.41% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, PRFIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PRFIX + JEPQ for your $10,000?
The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in a diversified portfolio of bonds and other fixed income instruments. It principally invests in corporate bonds, U.S. Treasuries and supranational bonds, with an emphasis on corporate bonds. The fund may also invest in U.S. governmental agencies, commercial and residential mortgage-backed securities and other asset-backed securities. It invests mainly in domestic securities, and to a lesser extent may also invest in U.S. dollar denominated foreign securities.
Full PRFIX 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.