Home › Compare › RMIAX vs JEPQ
RMIAX yields 17.05% · JEPQ yields 11.10%● Live data
📍 RMIAX pulled ahead of the other in Year 1
Combined, RMIAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of RMIAX + JEPQ for your $10,000?
The adviser and sub-adviser seek to achieve the fund's investment objective by strategically investing in, and tactically adjusting allocations to, exchange-traded funds (ETFs) that, under normal market conditions, are expected to primarily consist of ETFs sub-advised by RiverFront. The fund also seeks, under normal market conditions, a target asset allocation, on a look-through basis, of 50% to equities and 50% to fixed-income securities.
Full RMIAX 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.