Home › Compare › RGHYX vs JEPQ
RGHYX yields 6.63% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, RGHYX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of RGHYX + JEPQ for your $10,000?
The investment seeks to achieve a high level of total return consisting of income and capital appreciation. The fund normally invests at least 80% of its assets in fixed income securities and/or investments that, at the time of purchase, have similar economic characteristics as fixed income securities that are non-investment grade (high yield /junk bond), and are considered by the adviser to have the potential to provide a high level of total return. Up to 20% of the fund's total assets may be invested in other securities, including investment grade securities.
Full RGHYX 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.