Jepi

Medalist rating as of Sep 26,

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Jepi

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When markets rallied between late March and Decemberit outperformed jepi the category average and category index by 0. ELNs carry additional counterparty risk, but the team at J, 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.

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.

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Inflation Rate Unemployment Rate. Parent Pillar. Asset Class. Morgan Equity Premium income takes a nuanced approach to covered calls that delivers high income while reducing downside risk. Top Smart Score Stocks Popular. Communication Services. Medalist rating as of Sep 26, From its September inception through August , the I share class outpaced the category average and index by 3. Earnings Calendar. First, the premium collected can offset losses to an extent, giving the fund an advantage over the index itself. Follow Portfolio. About Us.

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

Second, implied volatility increases during sharp drawdowns, which often translates to higher call premiums. Active Funds. Expense Ratio 0. Top Stocks. Morningstar Medalist Rating. However, its higher-than-average payout should compensate for this tax treatment for most investors in lower tax brackets. Dividends Dividend Center. Hedge Fund Trend Decreased. Meta Platforms Inc Class A. ETF Center. Webinar Center. The management team is only allowed to transact with large global financial institutions, typically global systematically important banks, or G-SIBs. More Education.