These Dividends Over 8% Are Outperforming the S&P 500 and Have More Growth Ahead
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 15 2025
0mins
Source: NASDAQ.COM
Global vs. US Stocks: Global stocks are outperforming US stocks this year, despite US stocks reaching all-time highs, indicating a complex market dynamic that suggests a potential shift in investor interest towards international equities.
Investment Strategies: The article emphasizes the importance of actively managed funds, particularly high-yield closed-end funds (CEFs) that offer dividends over 8%, as a way to capitalize on both US and international markets while mitigating risks associated with passive investments.
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Analyst Views on NFJ
Wall Street analysts forecast NFJ stock price to rise
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About NFJ
Virtus Dividend, Interest & Premium Strategy Fund (the Fund) is a diversified, closed-end management investment company. The Fund's investment objective is to seek current income and gains, with a secondary objective of long-term capital appreciation. The Fund seeks to achieve its investment objective by investing across the capital structure in companies across a range of industries and technologies. The Fund normally invests at least 80% of its net assets in a combination of securities issued by artificial intelligence companies and in other companies that stand to benefit from artificial intelligence and other technology opportunities. The Fund's 15% of net assets are invested in artificial intelligence companies. The Fund normally invests at least 30% of its managed assets in convertible securities. The Fund does not normally invest more than 20% of its managed assets in high-yield securities. The Fund's investment advisor is Virtus Investment Advisers, Inc.
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.
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- Repurchase Details: Under the terms of the offer, the Fund will purchase up to 25% of its outstanding common shares for cash at a price equal to 99% of the net asset value per share, which is anticipated to reduce the Fund's trading discount and bolster market confidence.
- Agreement with Saba: The tender offer is proposed pursuant to an agreement with Saba Capital Management that will expire after the 2028 proxy season, during which Saba has agreed to certain standstill provisions and voting commitments, indicating a strategic partnership.
- Investment Strategy Overview: The Virtus Fund generally allocates approximately 75% of its total assets to equity securities and 25% to convertible securities while employing a covered call option strategy, aiming for current income and long-term capital appreciation, reflecting its diversified investment approach.
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- Strategic Agreement Reached: Saba Capital has entered into a standstill agreement with Virtus Investment Advisers, withdrawing its nomination for the 2026 annual meeting, indicating a willingness to collaborate on governance matters, which may stabilize the fund's management structure.
- Company Background: Founded in 2009, Saba Capital is a global alternative asset management firm focused on delivering superior risk-adjusted returns, with offices in New York and London, showcasing its influence and expertise in the global market.
See More
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- Shareholder Tender Offer: Shareholders may tender their shares at a significant discount, with a valuation set at 99% off the fund's net asset value per share.
- Impact on Fund Value: This tender offer indicates a drastic reduction in the perceived value of the fund's assets, raising concerns among investors.
See More
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Capital Connection: The article discusses a company named Capital that has withdrawn its previously submitted nomination related to its 2026 annual meeting of shareholders.
Shareholder Meeting: The focus of the withdrawal is linked to the upcoming annual meeting, which is significant for shareholders and the company's governance.
See More
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- Cash Self-Tender Offer: Capital Co. & Virtus has announced a cash self-tender offer for up to 25% of its outstanding shares.
- Investment Strategy: The move is part of a broader strategy to enhance shareholder value through premium offerings.
See More
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- Investment Opportunity: A fund is set to purchase up to 25% of shares at a price of 99.0% of NAV per share.
- Focus on Dividends: The strategy emphasizes generating interest and premium through dividend investments.
See More
