Home › Compare › TSWIX vs JEPQ
TSWIX yields 7.71% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, TSWIX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of TSWIX + JEPQ for your $10,000?
The fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in equity securities of foreign companies representing at least three countries other than the United States. The sub-adviser will emphasize established companies in individual foreign markets and will seek to stress companies and markets that the sub-adviser believes are undervalued. The fund will invest primarily in securities of companies domiciled in developed markets, but may invest up to 10% of its assets in securities of companies in emerging countries.
Full TSWIX 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.