Home › Compare › WGGNX vs JEPQ
WGGNX yields 95.76% · JEPQ yields 11.10%● Live data
📍 WGGNX pulled ahead of the other in Year 1
Combined, WGGNX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of WGGNX + JEPQ for your $10,000?
Under normal market conditions, the fund invests at least 80% of its total assets in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), issued by companies of all sizes worldwide, that the Adviser believes have above-average growth, profitability and quality characteristics. Under normal market conditions, at least 40% of the fund's assets will be invested in companies located outside the United States.
Full WGGNX 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.