Home › Compare › QSTFX vs JEPQ
QSTFX yields 12.07% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, QSTFX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of QSTFX + JEPQ for your $10,000?
The investment seeks high appreciation on an annual basis consistent with a high tolerance for risk. The fund's investment adviser delegates execution of the fund's investment strategy to the Subadviser, Flexible Plan Investments, Ltd. The fund is aggressively managed by the Subadviser, which typically results in high portfolio turnover. The Subadviser seeks to achieve the fund's investment objective primarily by using the Subadviser's proprietary Self-Adjusting Trend Following Strategy.
Full QSTFX 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.