Home › Compare › RISAX vs JEPQ
RISAX yields 2.69% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, RISAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of RISAX + JEPQ for your $10,000?
The investment seeks long-term capital appreciation. The fund will invest primarily in equity securities of foreign developed and emerging market companies that are small- to mid- sized at the time of purchase. Rainier selects stocks of companies the advisor believes will increase in value over time and makes investment decisions based primarily on an analysis of individual companies, rather than on broad economic forecasts. The fund will generally not invest more than 25% of its net assets in participatory notes at the time of purchase.
Full RISAX 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.