Skip to Content
  1. Authors
  2. Mike Taggart

Mike Taggart

Mike Taggart, CFA, is an associate director on the active funds research team and heads up the team's coverage of closed-end funds. In this role, he oversees a team of analysts and is responsible for Morningstar's coverage of the U.S. closed-end fund universe, providing analysis and commentary to advisors, individuals, and institutions. He covers a variety of equity, MLP, and commodity-oriented strategies from asset managers including ClearBridge, Kayne Anderson, and Tortoise. Before assuming his current position, Taggart was a senior equity analyst, covering consumer goods and retail companies. Taggart joined Morningstar in 2003 and has more than 14 years of financial industry experience.

Taggart holds a bachelor’s degree in history from Virginia Tech University, a master’s degree in Russian history from the University of Illinois at Chicago, and a master’s degree in business administration from Northwestern University’s Kellogg School of Management. He also holds the Chartered Financial Analyst® designation.


As fixed-income CEFs appreciate, investors seeking yield should be cognizant of bond rollover into lower-yielding assets as well as the added risk of leverage, says RiverNorth's Patrick Galley.

Improving local-government finances and lower default rates than corporates have made high-yield municipal bonds an attractive option for investors eyeing tax-free income, says Nuveen's John Miller.

The discount a CEF is trading at versus its net asset value is only the starting point to creating a successful portfolio, says CLC Management's Tony Cutinelli.

CEF strategist Mike Taggart checks in with Anne Kritzmire, Nuveen's managing director of closed-end funds, on the firm's online efforts to enhance closed-end fund transparency for investors.