Home › Compare › TBWAX vs JEPQ
TBWAX yields 1.12% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, TBWAX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of TBWAX + JEPQ for your $10,000?
The fund invests primarily in a broad range of foreign equity securities or depositary receipts of foreign equity securities. The advisor combines fundamental research on issuers with analysis of significant ESG characteristics, which Thornburg defines as those ESG factors that may materially affect an issuer’s risk and return profile and the issuer’s long-term investment performance. It may invest in any stock or other equity security which Thornburg believes may assist the fund in pursuing its goal, including common stocks, preferred stocks and publicly traded real estate investment trusts.
Full TBWAX 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.