Home › Compare › PVCMX vs JEPQ
PVCMX yields 4.76% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, PVCMX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PVCMX + JEPQ for your $10,000?
The investment seeks to achieve long-term total return. To achieve its investment objective the fund invests primarily in a portfolio of small capitalization ("small-cap") common stocks. It will invest primarily in U.S. common stocks of small-cap companies. The fund primarily owns common stocks, but may also invest in equity securities of real estate investment trusts ("REITs"), convertible securities, and U.S. government obligations. To manage risk, the Adviser uses a flexible and opportunistic approach to the fund's cash position.
Full PVCMX 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.