closed end funds

Tax-loss selling is not a phenomenon secluded to the closed-end fund structure of investment vehicles.  However, due to a few CEF specific characteristics, it is the best place for investors to benefit from the historical desire to reduce your current year’s taxes by harvesting...

This is the third installment of a three-part series covering closed end funds.  This content was produced by John Cole Scott, CFS at Closed End Fund Advisors. Part 1: Entry Point Risk - The NAV vs. Market Price for a CEF Part 2: Dividend Risk/Security A closed-end fund is best...

This is the second installment of a three-part series covering closed end funds. This content was produced by John Cole Scott, CFS at Closed End Fund Advisors. Part 1: Entry Point Risk - The NAV vs. Market Price for a CEF Part 3: Net Asset Value Performance  The average closed-end...

This is the first installment of a three-part series covering closed end funds.  This content was produced by John Cole Scott, CFS at Closed End Fund Advisors. Part 2: Dividend Risk/Security Part 3: Net Asset Value Performance  It is important to not only understand the current...

They’re similar but when you get under the hood with these products, they’re very different and that can affect the outcome of your investment. Here are the basics of each. Open End Funds You know open end funds as mutual funds. As more investors enter the fund, it creates more shares. When a...