Mon, 26 Mar 2012
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A recent Morningstar survey found that current closed - end fund investors are using the vehicles for retirement income, but potential investors desire more education.
Technology, financials, and consumer cyclicals all fared well during the first quarter as investors took on more risk, boosting the performance of funds well-positioned for those sectors, according to Morningstar's Shannon Zimmerman.
Morningstar analyst Mallory Horejs says the current environment is right for investors to consider devoting a small slice of their bond portfolios to alternatives such as these three funds.
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