Home › Compare › PWGAX vs JEPQ
PWGAX yields 12.51% · JEPQ yields 11.10%● Live data
📍 PWGAX pulled ahead of the other in Year 1
Combined, PWGAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of PWGAX + JEPQ for your $10,000?
The fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in equity securities. It invests primarily in stocks of companies that are domiciled in developed foreign countries and principally traded in Japanese, European, Pacific and Australian securities markets or traded in U.S. securities markets. Such investments may include common stocks, which may or may not pay dividends, and securities convertible into common stocks, of companies domiciled outside the U.S.
Full PWGAX 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.