Home › Compare › PSCIX vs JEPQ
PSCIX yields 6.47% · JEPQ yields 11.10%● Live data
📍 PSCIX pulled ahead of the other in Year 2
Combined, PSCIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PSCIX + JEPQ for your $10,000?
The investment seeks income and, secondarily, absolute returns. The fund seeks primarily to implement a convertible arbitrage strategy by investing in convertible securities, including convertible preferred securities, and establishing short positions, or hedges, in the common stock of the issuers of the convertible securities. It may also use other instruments to establish hedges, including exchange-traded funds ("ETFs"), options and currency forwards, as appropriate, to reduce unwanted exposures. The fund may have significant exposure to the Financial sector.
Full PSCIX 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.