- The MFS Special Value Trust CEF (MFV) fund mixes fundamental analysis for its stocks, then combines fixed income assets to complete the mix. MFV is classified as a Balanced Fund.
- MFV targets a 10% distribution rate for investors. A look at the sources needed to accomplish that is provided. It is not all from NII.
- Compared to a iShares and/or Fidelity Balanced fund, it becomes a choice between better returns or better risk/return results. MFV wins the first, the comparison funds the second.
For further details see:
First Look At The MFS Special Value Trust