skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. PYF: Curious what your thoughts are on PYF for some income? [Purpose Premium Yield Fund]
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Curious what your thoughts are on PYF for some income? Also, how is it taxed in a registered account? How are ROC and option income taxed?
Asked by Carla on December 31, 2024
5i Research Answer:

The ETF writes puts and calls to generate income for the portfolio while aiming for some capital appreciation on the underlying holdings. The yield is in the 7% range and the MER is 0.60% (0.89% total expense ratio). The actual equity exposure is just around 20%, so it is really for an investor looking for option income. 

The majority of distributions have been return of capital in the past with a portion being capital gains distributions.