Home › Compare › RMCFX vs JEPQ
RMCFX yields 14.10% · JEPQ yields 11.10%● Live data
📍 RMCFX pulled ahead of the other in Year 1
Combined, RMCFX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of RMCFX + JEPQ for your $10,000?
The fund invests the fund's assets primarily in equity securities of micro-cap companies. Normally, the fund invests at least 80% of its net assets in equity securities of micro-cap companies. Although the fund normally focuses on securities of U.S. companies, it may invest up to 25% of its net assets (measured at the time of investment) in securities of companies headquartered in foreign countries.
Full RMCFX 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.