Closed-End Funds


Unlock the Power of Closed-End Funds
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The Income Institute, a new online education program
for financial advisors, can help you develop your
closed-end fund expertise while earning CE credit.

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Advisor Study Results

Key insights on how closed-end fund use impacts advisors' practices.

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CEF Connect is your free online source for identifying and evaluating closed-end funds.

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When evaluating investment choices, investors should be aware that some closed-end funds include only net investment income in regular payments, while
others may include income and/or a portion of realized gains, and/or capital (representing unrealized gains or paid-in/retained capital) in each regular payment.
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