The investment seeks to achieve the highest total return consistent with the Adviser's determination of reasonable risk. The Adviser allocates the fund's investments primarily among a number of asset ...
Lazard Global Total Return and Income Fund is a leveraged global equity CEF with payouts, 10% distributions, and a 5.64% ...
Virtus Total Return Fund Inc. is a diversified closed-end fund whose investment objective is capital appreciation, with income as a secondary objective. Virtus Investment Advisers, LLC, a registered ...
DENVER, CO / ACCESS Newswire / October 31, 2025 / On October 31, 2025, SRH Total Return Fund, Inc. (NYSE:STEW) (the "Fund"), a closed-end investment company, will pay a distribution on its common ...
Each Fund’s distribution policy provides for the resetting of the monthly distribution amount per share (“Distribution Amount”) annually, based on each Fund’s net asset value on the last business day ...
HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Total Return Fund Inc. (NYSE: ZTR) today announced that Newfleet Asset Management’s Benjamin Caron, CFA, senior managing director and portfolio manager, has ...
(2) Average Annual Total Return on NAV is the annual compound return for the five-year period. It reflects the change in the Fund’s NAV and reinvestment of all distributions. (3) Annualized Current ...
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Monthly Income vs Annual Withdrawals. Which Strategy Lasts Longer?
When it comes to making your retirement savings last, there are two fundamentally different approaches you can take. The first is the more traditional strategy, which focuses on an annual withdrawal, ...
NEW YORK, Aug. 19, 2025 (GLOBE NEWSWIRE) -- The Board of Directors (the “Board”) of Total Return Securities Fund, Inc. (f/k/a The Swiss Helvetia Fund, Inc.) (the “Fund”) (NYSE: SWZ) announced today ...
Under the terms of its Managed Distribution Plan, the Fund will seek to maintain a consistent distribution level that may be paid, in part or in full, from net investment income and realized capital ...
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