WebThe fund primarily invests in dividend paying value stocks of companies that qualify for favorable federal income tax treatment. It benchmarks the performance of its portfolio against the Russell 1000 Value Index. Eaton Vance Tax-Advantaged Dividend Income Fund was formed on September 30, 2003 and is domiciled in the United States. Web04.1 CEFA Hybrid (High) Income - Tax Advantaged. Data as of March 27, 2024 . Portfolio Holdings: 40 . Last Modified: November 29, 2024 Data Definitions. FULL CEF PORTFOLIO …
Municipal Bond CEFs : r/dividends - Reddit
WebDec 16, 2024 · 16 Dec 2024. Download. Preferred securities can offer higher income potential compared to other fixed income sectors. Primarily investment grade securities, their low correlation to other fixed income sectors and equities may also strengthen portfolio construction in an uncertain environment. We find the fundamentals of preferred … WebSep 18, 2024 · 7 Year Savings Goal. CEF Insider. Bear in mind also that in the hypothetical above, we’re not doing anything to minimize our tax burden (i.e., no use of IRAs, 401ks or … mysterium strategy board game
HTD CEF Snapshot - Fidelity
WebNov 21, 2024 · Since its inception in 2013, PDI has an annualized 10.3% total return with distributions reinvested. Currently, PDI's distribution rate based on its NAV stands at 14.3%, so the fund is best held in a tax-advantaged account. The fund's total expense ratio stands at 2.64%, or $264 per $10,000 invested. WebThe Robinson Tax Advantaged Income Fund provides access to a diverse portfolio of municipal bonds by investing primarily in closed-end funds (“CEFs”). The Fund aims to provide a competitive level of income while seeking to mitigate interest rate risk through the implementation of strategic hedges. WebThe fund’s investment objective is to provide a high level of after-tax total return from dividend income and capital appreciation. Under normal circumstances, the fund will … mysterlic dominica