How CEFs Can Work For You
Smart investors focus on having a well-balanced portfolio allocated among various sectors and asset classes without ignoring the potential cost of fees, taxes and turnover.
A Look Inside Closed-End Funds
A Forbes Insights survey of 500 investors and 500 financial advisors found that 38% of investors want to refocus on finding more value in their portfolio, more than 28% want diversity beyond stocks and bonds and nearly 28% want to boost the actively managed holdings in their accounts.
CEFs: Investors Are Returning To An Established Fund Type
Short-term factors like “beating the market,” hedging and making short-term gains were the least important to individuals, noted by about one in five respondents.
Finding Regular Investment Income With CEFs
For income-focused investors especially, this era of low rates potentially leaves two choices for a portfolio: Earn little or nothing on low-risk investments like government bonds and money market accounts or chase much riskier assets with higher yields, like low-grade corporate bonds.
How CEFs Can Work For You
Smart investors focus on having a well-balanced portfolio allocated among various sectors and asset classes without ignoring the potential cost of fees, taxes and turnover.
Closed-End Fundamentals: 5 Answers to Key Questions
Closed-end funds (CEFs) may be one of the best-kept secrets of the investing world. In a 2018 Forbes Insights survey of more than 1,000 investors, the majority reported that their advisors never discussed CEFs and less than 9% reported owning one.