Closed-End Funds Articles
Tax-Advantaged Income From Muni Closed-End Funds and ETFs
August 2026 by John Deysher
Closed-end muni bond funds or muni bond ETFs may make sense for those in high tax brackets in search of income.
August 2026 by John Deysher
Closed-end muni bond funds or muni bond ETFs may make sense for those in high tax brackets in search of income.
Fixed-Income Risks and Opportunities in a Rising-Rate Environment
September 2022 by Matthew Crouse
Given recent interest rate increases, many bonds and preferred stocks are now offering attractive yields.
September 2022 by Matthew Crouse
Given recent interest rate increases, many bonds and preferred stocks are now offering attractive yields.
The Advantages and Risks of Closed-End Funds
August 2021 by Matthew Crouse
For those seeking to earn higher yields than available from mutual funds, closed-end funds can be enticing due to their low-cost leverage and higher dividend yields.
August 2021 by Matthew Crouse
For those seeking to earn higher yields than available from mutual funds, closed-end funds can be enticing due to their low-cost leverage and higher dividend yields.
Closed-End Bond Funds Versus Individual Bonds: A Case Study
April 2017 by Hildy Richelson, Stan Richelson
Closed-end bonds may look attractive based on their yields and discounts to net asset value, but there are pitfalls to watch out for.
April 2017 by Hildy Richelson, Stan Richelson
Closed-end bonds may look attractive based on their yields and discounts to net asset value, but there are pitfalls to watch out for.
Researching Closed-End Funds
April 2014 by CI Staff
Resources for obtaining data and educating yourself on closed-end funds.
April 2014 by CI Staff
Resources for obtaining data and educating yourself on closed-end funds.
Seeking Tax-Free Income From Closed-End Funds
June 2011 by John Deysher, Michael Walters
Closed-end municipal bond funds provide income that is exempt from federal taxes, but investors should be selective when choosing among them.
June 2011 by John Deysher, Michael Walters
Closed-end municipal bond funds provide income that is exempt from federal taxes, but investors should be selective when choosing among them.
Offbeat Offerings: Closed-End Funds
April 2008 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on closed-end funds.
April 2008 by Cara Scatizzi
An investor reference for products that are not your typical offering. This issue's focus is on closed-end funds.
Web Sites for Closed-End Funds
November 2006 by AAII Staff
Information on closed-end funds is far more limited than their more popular relatives, mutual funds and exchange-traded funds. Nonetheless, there are several Web sites that offer comprehensive information specifically related to closed-end funds that are available to the public for free.
November 2006 by AAII Staff
Information on closed-end funds is far more limited than their more popular relatives, mutual funds and exchange-traded funds. Nonetheless, there are several Web sites that offer comprehensive information specifically related to closed-end funds that are available to the public for free.
Shedding the Light on Value in Forgotten and Ignored Places
November 2000 by Donald Cassidy
Stock Selection Strategies: Two areas of value in the market are virtually ignored by brokerage firms' research departments and rarely traded by institutional investors: Closed-end funds and recently issued preferred stocks.
November 2000 by Donald Cassidy
Stock Selection Strategies: Two areas of value in the market are virtually ignored by brokerage firms' research departments and rarely traded by institutional investors: Closed-end funds and recently issued preferred stocks.
What You Need to Know About Investing in Closed-End Funds
January 2000 by Albert J. Fredman
Mutual Funds: Because of their quirks, closed-end funds turn off many individuals, but they also offer many opportunities for disciplined investors who understand what they are buying.
January 2000 by Albert J. Fredman
Mutual Funds: Because of their quirks, closed-end funds turn off many individuals, but they also offer many opportunities for disciplined investors who understand what they are buying.