Jepi

Medalist rating as of Sep 26,

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Jepi

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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. Investors in the highest tax brackets may prefer to pick a more tax-aware fund. In general, covered-call funds have not been the best buy-and-hold investments for investors with a longer time horizon. Even for investors with high-income needs, there may be more-tax-efficient options available.

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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A duo of industry veterans brings nuanced implementation to this systematic strategy, supported by J. Dividend Returns Comparison. Dividend Calculator. First, the premium collected can offset losses to an extent, giving the fund an advantage over the index itself. Dividends Dividend Center. AUM In general, covered-call funds have not been the best buy-and-hold investments for investors with a longer time horizon. Top Stocks. Income expectations will likely fall lower in the long run but should continue ranking among the highest in the category. Composed of various global cohorts and diverse asset classes, the firm has more tightly integrated its capabilities in recent years, notably through the development of proprietary analytical and risk systems. Asset Allocation. Investment teams are robustly staffed and helmed by seasoned contributors. Top Online Brokers.

The Fund seeks current income while maintaining prospects for capital appreciation. This browser is no longer supported at MarketWatch.

Blogger Sentiment Bullish. JEPI has ,, shares outstanding. Top Analyst Stocks Popular. About Us. Active Funds. Research Tools. Become an Affiliate. It also excludes a sizable number of larger index constituents that it considers too expensive or volatile, instead allocating to smaller companies with reasonable valuations. Top Research Firms. Lan Anh Tran. Top 10 Holdings. Parent Above Average. No sector can account for more than