Jepi

Medalist rating as of Sep 26,

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Jepi

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The equity portfolio is also constructed more defensively than the index, jepi. Region North America. Jepi Equity Premium income takes a nuanced approach to covered calls that delivers high income while reducing downside risk.

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Medalist rating as of Sep 26, Morgan Equity Premium income takes a nuanced approach to covered calls that delivers high income while reducing downside risk. The fund uses equity-linked notes, or ELNs, that mimic the profits from writing call options instead of shorting the options themselves. ELNs carry additional counterparty risk, but the team at J. Morgan diversifies counterparties and only transacts with global financial institutions that pass their regular counterparty risk monitoring. Tax treatment of ELNs is often favorable for capital gains on equity returns but can be disadvantageous for options profits.

Jepi

JEPQ takes a similar approach to JEPI, selling one-month, out-of-the-money call options to generate income and paying a monthly dividend to its holders investors should be aware that these distribution payments can vary from month to month. JEPQ holds 81 stocks, and its top 10 holdings account for Beyond the magnificent seven, the rest of the fund includes many other large-cap growth stocks, including plenty of software names and semiconductor companies. There are also positions in a few Nasdaq-listed consumer staple stocks, such as Costco, Pepsico, and Mondelez. However, it has a strong total return of As is the case with JEPI, investors should consider the fact that to achieve this high yield, some sacrifices need to be made. By selling covered calls to generate income, JEPQ likely forgoes some upside when the stocks it holds are surging. QQQ has a total return of

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Crypto Center. Investors in the highest tax brackets may prefer to pick a more tax-aware fund. Penny Stocks. Personal Finance Personal Finance Center. Above Average. Progressive Corp. Holdings Count Currency Center. The manager uses both their quantitative forecasts, to drive selections and weightings, and their qualitative subject matter expertise to contextualize the source of equity risk and market events. It beat the index significantly during the late selloff and market meltdown.

The Fund seeks current income while maintaining prospects for capital appreciation.

For instance, the equity sleeve outpaced the index by Top Insiders Stocks. Emory Zink. Mobile APP. Fund Type. Bitcoin Popular. Economic Indicators. Large Value ETFs. Market Holidays. Medalist rating as of Sep 26, Parent Pillar.