Home › Compare › PRVBX vs JEPQ
PRVBX yields 4.19% · JEPQ yields 11.47%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, PRVBX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PRVBX + JEPQ for your $10,000?
The investment seeks to earn high current income. In pursuit of its investment objective, under normal market conditions, the fund invests at least 80% of its assets in bonds, which may include debt securities of all types and of any maturity. The adviser may invest in bonds with a range of maturities from short- to long-term and does not attempt to maintain any pre-set average portfolio maturity or duration. Its duration will vary, depending on the investment adviser's forecast of interest rates and its assessment of market risks generally. The fund may invest in both "investment grade" and "below investment grade" bonds.
Full PRVBX 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.