Home › Compare › RYMFX vs JEPQ
RYMFX yields 5.60% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, RYMFX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of RYMFX + JEPQ for your $10,000?
The advisor intends to invest in multiple proprietary and third-party investment strategies that seek to identify and profit from upcoming movements in any combination of global fixed income, currency, commodity, or equity markets. It will invest at least 80% of its net assets, plus any borrowings for investment purposes, in "managed futures." It also may invest up to 25% of its assets in municipal securities. The fund may invest up to 25% of its total assets in a wholly-owned and controlled Cayman Islands subsidiary as measured at the end of every quarter of its taxable year.
Full RYMFX 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.