Home › Compare › PRTBX vs JEPQ
PRTBX yields 3.37% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, PRTBX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PRTBX + JEPQ for your $10,000?
The investment seeks to earn high current income, consistent with safety and liquidity of principal. The fund invests at least 80% of its assets in direct debt obligations of the United States Treasury, including U.S. Treasury bills, notes and bonds, and other securities issued by the U.S. Treasury. The adviser expects to maintain a dollar-weighted average portfolio maturity and duration of zero to three years. It is not a money market fund and does not seek to maintain a stable price per share.
Full PRTBX 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.