The Latest Innovation in Closed-End Funds: Why It’s Driving a Resurgence in the IPO Market
A new pricing structure adds shareholder value and IPO appeal to an untraditional income investment.
Release date: 11/24/2020
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Understanding Term vs. Target Term Closed-End Funds
Understanding the similarities and differences between two types of fund structures—and the appeal. What are the primary differences between perpetual, term and target term closed-end funds?
Release date: 10/21/2020
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Accessing Real Assets With Closed-End Funds
Pipelines, cell phone towers, soybeans, commercial real estate—how to tap into nontraditional investments with CEFs.
Release date: 09/15/2020
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How Closed-End Funds Use Leverage to Enhance Returns
Why yield-seeking investors should take a closer look at leveraged closed-end funds.
Release date: 07/29/2020
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Defensive Equity Strategies for Yield-Seeking Investors
Why you might want to add nontraditional income sources like covered call closed-end funds to your portfolio.
Release date: 06/22/2020
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What to Know About Buying Closed-End Funds at a Discount
When closed-end funds trade at a discount, what factors should you consider before you buy?