Not Your Values
Mon, 17 Jun 2013
You can’t afford to make the mistake of thinking your values matter more than your clients’.
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Looking Back on a Solid 2012 for CEFsAlmost 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.
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Risk in Closed-End Fund 'Yields'Morningstar's Mike Taggart warns investors that not all distributions from closed-end funds are created equal.
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A Midyear Look at Closed-End FundsAlthough the asset class saw some changes during the first six months of 2012, the numbers were somewhat similar to those at the 2011 midpoint.
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Conservative and Aggressive Picks for CEF IncomeMorningstar's Cara Esser offers several closed-end funds for an income-seeker's watchlist.
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A Great Time for LeverageAs interest rates remain very low, leveraged CEFs are apt to see solid returns, but Morningstar's Cara Esser points out what to keep in mind before investing.
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Want Emerging-Markets Income? Look to These CEFsDebt in developing markets is not as risky as some think, and closed-end funds are good vehicles to take advantage of the higher yields in these regions.
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CEF Investors: Get More Income With Covered CallsCovered-call strategies in CEFs allow for higher distribution rates, but Morningstar's Cara Esser says investors should look for the underlying strategy first and not just the covered-call strategy.
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5 CEFs That ShineMorningstar's Cara Esser breaks down our Analyst Ratings for closed-end funds and names the CEFs that are worthy of gold status.
