Our firm has worked with retirees for over 30 years, and it is a common practice to help our clients turn their nest eggs into a reliable retirement income stream. Investors seem to have a variety of ...

With each distribution that does not consist solely of net investment income, the fund will issue a notice to shareholders and an accompanying press release which will provide detailed information ...

Creating a retirement income distribution plan involves managing your savings and investments to generate a steady stream of ...

The Fund estimates that it has distributed more than its income; therefore, a portion of your distribution may be a return of capital. A return of capital may occur, for example, when some or all of ...

The Fund will issue a separate 19(a) notice at the time of each distribution using the most current financial information available. You should not draw any conclusions about the Fund’s investment ...

BOSTON--(BUSINESS WIRE)--MFS Investment Management ® (MFS ®) released today the distribution income sources for five of its closed-end funds for January 2025: MFS ® Charter Income Trust (NYSE: MCR), ...

The above funds have adopted a managed distribution plan. Under a managed distribution plan, to the extent that sufficient investment income is not available monthly, the fund will distribute ...