Home › Compare › RLSFX vs JEPQ
RLSFX yields 14.65% · JEPQ yields 11.10%● Live data
📍 RLSFX pulled ahead of the other in Year 1
Combined, RLSFX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of RLSFX + JEPQ for your $10,000?
The fund seeks long-term capital appreciation while managing downside volatility by investing long in equity securities that RiverPark believes have above-average growth prospects and selling short equity securities the Adviser believes are competitively disadvantaged over the long term. It invests primarily in the securities of U.S. companies, but it may also invest outside the U.S. The fund limits its investments in the securities of foreign issuers to no more than 15% of its assets.
Full RLSFX 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.