MFS Releases Closed-End Fund Income Distribution Sources for Certain Funds
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 27 2024
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Source: Businesswire
Distribution Information: MFS Investment Management announced the distribution income sources for five of its closed-end funds for August 2024, detailing amounts per share and their breakdown from net investment income, capital gains, and return of capital.
Managed Distribution Plan: The funds operate under a managed distribution plan, which may involve distributing long-term capital gains or return of capital if sufficient investment income is not available, with potential impacts on market prices and fund performance.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
