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Return-of-Capital Special Cases

Fri, 29 Aug 2014

Continuing with last week's return-of-capital discussion. 

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  1. 5 CEFs That Shine

    Morningstar's Cara Esser breaks down our Analyst Ratings for closed-end funds and names the CEFs that are worthy of gold status.

  2. 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.

  3. Muni CEFs Still Safe Source of Income

    Despite risks in the muni- bond market, defaults are isolated, and the diversification in muni CEF portfolios helps protect against credit problems.

  4. Reasons for Excitement for CEF Investors

    The current environment is positive for CEF investors as more attractive discounts are coming to the surface, particularly with fixed-income vehicles, says RiverNorth's Patrick Galley.

  5. What Will Higher Rates Mean for Levered Closed-End Funds ?

    With short-term rates remaining low, we don't anticipate an immediate impact on the cost of leverage financing for most CEFs .

  6. 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.

  7. Bond CEFs Only in First Inning of Discount-Volatility Game

    Many fixed-income CEF investors are heading for the exits, but the movement is creating attractive discounts, says RiverNorth's Patrick Galley.

  8. Using CEFs for High -Yield Income

    Western Asset's Stephen Walsh discusses how closed-end funds provide the opportunity to invest in higher-risk bonds without added transaction costs.

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