A reminder to check NAV premium or discount on your closed-end funds


I've been holding a closed-end fund for many years, $ETB (Eaton-Vance Tax-Managed Buy-Write Income). I don't check it's NAV very often, but I was surprised to find out that it was trading at a premium of 16% to NAV.

So, I sold it and will redeploy my cash into $XYLD (Global X S&P500 Covered-Call ETF) which is an open-ended fund that accomplishes a similar objective.

While I will realize some long-term capital gains, $ETB has often traded at a discount (I had historically bought it when the price was at least a 10% discount to NAV).

For some reason, 4 of the top 5 closed-end equity funds trading at a premium are sponsored by Eaton Vance ($ETB 16%, $ETV 15%, $STK 12%, $ETY 10%, $ETJ 10%).

Hope this message is of interest to some of who who may be fortunate to be holding these closed end funds.


Comments

Leave a Reply

Your email address will not be published. Required fields are marked *