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Takeaways From the 2014 Morningstar ETF Conference

Thu, 18 Sep 2014

Get new ETF-focused insights on strategic beta, dividend investing, emerging markets, and more from the 2014 Morningstar ETF Conference.

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  1. 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 .

  2. 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.

  3. A Midyear Look at Closed-End Funds

    Although the asset class saw some changes during the first six months of 2012, the numbers were somewhat similar to those at the 2011 midpoint.

  4. Conservative and Aggressive Picks for CEF Income

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

  5. Discounts Make These CEFs the Cheaper Option

    ETFInvestor editor Sam Lee says Fed-taper fears have forced several closed-end funds to trade at discounts compared with ETFs or mutual funds of similar strategies.

  6. CEF Investors: Get More Income With Covered Calls

    Covered-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.

  7. Want Emerging-Markets Income? Look to These CEFs

    Debt 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.

  8. 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.

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