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Stock impact report

FIV: An Alternative To Open-End Loan Funds [Seeking Alpha]

First Trust Senior Floating Rate 2022 Target Term Fund Common Shares of Beneficial Interest (FIV) 
Company Research Source: Seeking Alpha
SummaryFIV, a loan CEF, has just cut its distribution by about 11%, making it the sixth cut in its short life.The major reason for the cut is the fund's approaching termination date in early 2022 where the fund intends to distribute the original NAV of 9.85 back to shareholders.FIV features a higher-quality credit profile relative to the sector and lower leverage making it relatively more resilient.We break down the fund's expected performance into its termination date. The fund is particularly attractive due to its open-end fund risk profile alongside a likely 8.5% tailwind in the form of discount compression.On April 20th, the First Trust Senior Floating Rate 2022 Target Term Fund (While FIV boasts a higher-quality profilewithinAs with all term funds, the risk remains that the fund chooses to cancel its termination date as we have seen across a number of CEFs over the recent past. Given the fund is a target date fund however, makes this eventuality less likely in our view. Furthermo Show less Read more
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