Home › Compare › TFEQX vs JEPQ
TFEQX yields 76.16% · JEPQ yields 11.10%● Live data
📍 TFEQX pulled ahead of the other in Year 1
Combined, TFEQX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of TFEQX + JEPQ for your $10,000?
The investment seeks long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets in foreign (non-U.S.) equity securities. It predominantly invests in companies located outside the U.S. including companies located in developing market countries. The fund may invest in equity securities of any size company, across the entire market capitalization spectrum, including smaller and midsize companies.
Full TFEQX 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.