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Nuveen Dow 30SM Dynamic Overwrite Fund (DIAX), Nuveen S&P 500 Buy-Write Income Fund (BXMX) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) are asking shareholders to approve mergers that would combine DIAX and BXMX into SPXX, along with the related issuance of new SPXX common shares and the election of four Board members for each fund.
The Boards and Nuveen Fund Advisors cite potential benefits such as greater secondary-market liquidity, narrower discounts for the Target Funds, and lower net operating expenses from a larger combined asset base and lower fee schedule. Pro forma, the combined fund’s total expense ratio is estimated at 0.84%, below each individual fund’s recent levels.
The mergers are structured to qualify as tax-free reorganizations, so Target Fund shareholders are expected to recognize no gain or loss when they receive SPXX shares, except for cash paid in lieu of fractional shares. However, portfolio repositioning after the mergers would have produced about $96.7 million of net capital gains, or about $0.70 per pro forma share, if done on August 31, 2025, which would be taxable when distributed. The mergers are expected to become effective on or about February 23, 2026, if shareholders approve them at the January 29, 2026 meetings.
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