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 ...

Learn how charge and discharge statements provide a clear overview of income and expenses in estate accounting, ensuring fair fiduciary management and distributions.

Distribution rate calculated by taking the total distributions paid within the period divided by average daily NAV for the period. Expand Sources: NAV per share amounts and annualized total returns ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The new year 2026 or straightforward concept. number 2026 written on the road ...

When it comes to retirement planning, many investors are going to spend years chasing returns only to realize too late that what they really needed was income. The difference matters more than most ...