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  1. Conservative and Aggressive Picks for CEF Income

    Morningstar's Cara Esser offers several closed-end funds for an income-seeker's watchlist.

  2. Separating the Wheat from the Chaff in Closed-End Funds

    Relative Value Partners' Maury Fertig on the qualities his firm looks for in CEFs and where he sees opportunity today.

  3. Looking Back on a Solid 2012 for CEFs

    Almost every closed-end fund had a positive performance this year, though equity CEFs are trading a discount compared with fixed-income funds, says Morningstar's Cara Esser.

  4. These Newly Launched CEFs Stand Out

    Morningstar's Cara Esser examines recent trends in the CEF IPO market, fund-merger activity, and some names for your radar.

  1. Retirement Income – Reality, Facts and Solutions

     

  2. What Are Closed-End Funds?

    Closed-end funds aren?t very popular these days, especially when compared with their well-known cousins, open-end funds (which are more commonly known as mutual funds). However, closed-end funds have actually been around longer, and they have some benefits that make them worth a look--as well as ...

  3. Model Portfolios for January 2013

     

  4. What Are the Core Asset Classes for Income Portfolios?

     

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