Home › Compare › TGVNX vs JEPQ
TGVNX yields 21.48% · JEPQ yields 11.10%● Live data
📍 TGVNX pulled ahead of the other in Year 1
Combined, TGVNX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of TGVNX + JEPQ for your $10,000?
Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in equity securities of mid-capitalization companies. It invests mostly in what the portfolio manager believes are "value companies." The portfolio manager seeks to identify those companies that have fallen out of favor and whose stock is selling below what the portfolio manager believes is its real value.
Full TGVNX 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.