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Home>It's Time for a Reality Check on Closed-End Funds

It's Time for a Reality Check on Closed-End Funds

Morningstar Articles

Thu, 25 Apr 2013

In a recent article, I pointed out that adding closed-end funds, or CEFs, to a portfolio has several benefits for those seeking increased income. Judging from the comments to that article, several Morningstar.com members have already figured this out. For those of us who are heavily focused on CEFs

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  1. MLP Closed-End Funds Gain Energy

    CEFs that focus on master limited partnerships performed exceedingly well in the first quarter, yet there are still large discounts among equity closed-end funds , says Morningstar's Cara Esser.

  2. Commodity Price Drop Creating CEF Bargains

    The recent sell-off of gold and other commodities has led to advantageous discounts for precious-metals CEFs , but the funds should remain a small portion of your portfolio.

  3. Bond Market Swoon Highlights CEF Advantages

    CEF managers' ability to hold onto underpriced illiquid securities in times of market stress represents an advantage over open - end funds that may have to sell to meet unexpected redemptions, says Morningstar's Cara Esser.

  4. Rising-Rate Fears Create CEF Bargains

    As investors ditched certain income-producing assets on worries of rising rates, an abundance of fixed-income CEFs moved into undervalued territory, according to Morningstar's Cara Esser.

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