Home › Compare › TPLGX vs JEPQ
TPLGX yields 22.85% · JEPQ yields 11.10%● Live data
📍 TPLGX pulled ahead of the other in Year 1
Combined, TPLGX + JEPQ cover 0 of 12 months — good coverage
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The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in large-cap companies. The managers define a large-cap company as one whose market capitalization is larger than the median market capitalization of companies in the Russell 1000® Growth Index, a widely used benchmark of the largest U.S. growth stocks. It is non-diversified.
Full TPLGX 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.