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Closed-End Funds

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Closed End Funds
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A-Z Closed-End Funds Provider Directory
1-9 | A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
A
Adams Express Company
Closed-end equity investment company, internally-managed, low expense ratio objectives: preservation of capital, reasonable income, opportunity for capital gain.
www.adams-express.com
Artemis
Provider of unit trusts and investment trusts.
www.artemisonline.co.uk
Asia Pacific Fund
Diversified, closed-end management investment company, listed on the New York Stock Exchange. Its holdings consist of investments in equity securities of companies in the Asia Pacific region
www.asiapacificfund.com
B
Bancroft Convertible Fund
A closed-end, diversified management investment company that invests primarily in corporate convertible bonds with the objectives of providing income and capital appreciation.
www.bcvecf.com
Blue Chip Value Fund
Closed-end mutual fund; invests in approximately 50 common stocks believed to be the best values among those issued by the 300 largest dividend-paying companies (based on market capitalization or revenues) and headquartered in the United States.
www.blu.com
C
Central Securities
Central Securities Corp. is registered under the Investment Company Act of 1940, as amended, as a non-diversified, closed-end management investment company.
www.centralsecurities.com
First Philippine Fund
A closed-end investment company seeking long term capital appreciation primarily through investment in equity securities of Philippine companies.
www.clementecapital.com
D
Dreyfus New York Municipal Income Fund
A non-diversified closed-end management investment company that invests in various New York State municipal and U.S. related bonds.
www.dreyfus.com
K
Kemper Funds
Manages six closed-end funds designed to meet varying financial goals. The funds invest in the fixed-income or municipal markets.
www.kemper.com
M
MassMutual
Provides a broad-based portfolio of financial products and services, including life insurance, annuities, disability income insurance, retirement planning products, mutual funds, money management, and other financial products and services. Head...
www.massmutual.com
Morgan Stanley: Unit Investment Trusts
Provides an overview of Unit Investment Trusts, portfolios of stocks or bonds designed to meet investment objectives, sold by Morgan Stanley.
www.morganstanleyindividual.com
Morgan Stanley
Combines investment banking (including underwriting public offerings of securities and mergers and acquisitions advice) and institutional sales and trading, with providing investment and global asset management services as well as consumer credi...
www.ms.com
N
Nuveen CA Municipal Value
A closed-end fund that offers investors tax-free income from portfolios of insured or investment-grade quality municipal bonds.
www.nuveen.com
P
UITs from Piper Jaffray
Investment management company Piper Jaffray offers a description of the characteristics of fixed income Unit Investment Trusts.
www.piperjaffray.com
Putnam Master Intermediate Income Trust
A diversified, closed-end management investment company, whose objective is to seek, with equal emphasis, high current income and relative stability of net asset value.
www.putnaminv.com
R
Royce Value Trust
A closed-end investment fund with the main objective of capital appreciation, which invests primarily in small and micro-cap companies using a disciplined value approach.
www.roycefunds.com
S
Unit Investment Trusts (UITs)
US Securities and Exchange Commission offers a detailed explanation of how Unit Investment Trusts (UITs) operate.
www.sec.gov
J.W. Seligman
Offers a full range of equity, fixed income, and balanced portfolios in all capitalization ranges. Offshore mutual funds through Seligman Global Horizon Funds, a Luxembourg-based investment company.
www.seligman.com
W
Waterside Capital
Closed-end investment company licensed by the Small Business Administration as a small-business investment company.
www.watersidecapital.com
  • 3I Smaller Quoted Companies Trust Plc
  • ABERDEEN ASSET MANAGEMENT PLC
  • Aberdeen New Dawn Investment Trust Plc
  • Aberdeen New Thai Investment Trust Plc
  • ABERDEEN PREFERRED INCOME TRUST PLC
  • ABERFORTH SMALLER COMPANIES TRUST PLC
  • Advance Developing Markets Trust Plc
  • AIM TRUST PLC (THE)
  • Albany Investment Trust P.l.c.
  • Alliance Trust Plc (the)
  • American Opportunity Trust Plc
  • Anglo & Overseas Trust Plc
  • Archimedes Investment Trust P.l.c.
  • Athelney Trust Plc
  • Bfs Income & Growth Trust Plc
  • Brewin Dolphin Holdings Plc
  • Brit Insurance Holdings Plc
  • Britannic Smaller Companies Trust Plc
  • British & American Investment Trust Plc
  • British Empire Securities And General Trust P.l.c.
  • Brunner Investment Trust Plc (the)
  • Candover Investments Plc
  • Caplay Plc
  • City OF London Investment Trust Plc (the)
  • Deutsche Equity Income Trust Plc
  • Dunedin Income Growth Investment Trust Plc
  • Dunedin Smaller Companies Investment Trust Plc
  • EAGLET INVESTMENT TRUST PLC
  • Edinburgh Investment Trust Plc (the)
  • Edinburgh New Tiger Trust Plc
  • Edinburgh UK Smaller Companies Tracker Trust Plc
  • Edinburgh UK Tracker Trust Plc
  • Edinburgh US Tracker Trust Plc
  • El Oro Mining & Exploration Company P.l.c.
  • Electra Investment Trust P.l.c.
  • Electric & General Investment Trust Plc
  • Enermark Income Fund
  • EXETER INVESTMENT GROUP PLC
  • F&c Pacific Investment Trust Plc
  • Fidelity Special Values Plc
  • FINSBURY WORLDWIDE PHARMACEUTICAL TRUST PLC
  • Framlington Innovative Growth Trust Plc
  • French Property Trust Plc
  • Gabelli Asset Management Inc.
  • Gartmore Asia Pacific Trust Plc
  • Gartmore European Investment Trust P.l.c.
  • Genbel South Africa Limited
  • GOVETT EUROPEAN TECHNOLOGY AND INCOME TRUST PLC
  • GOVETT STRATEGIC INVESTMENT TRUST P.L.C.
  • Graphite Enterprise Trust Plc
  • Gresham House Plc,
  • Group Trust Plc
  • Hansa Trust Plc
  • Henderson Far East Income Trust P L C
  • Henderson Japanese Smaller Cos Trust Plc
  • Herald Investment Trust Plc
  • Hgcapital Trust Plc
  • Intrinsic Value Plc
  • Invesco English And International Trust Plc
  • INVESCO INCOME GROWTH TRUST PLC
  • Investors Capital Trust Plc
  • John Nuveen Company
  • JOVE INVESTMENT TRUST PLC
  • Jpmorgan Fleming Asian Investment Trust Plc
  • Jpmorgan Fleming Emerging Markets Investment Trust Plc
  • Jpmorgan Fleming European Fledgeling Investment Trust Plc
  • Jpmorgan Fleming Indian Investment Trust Plc
  • Jpmorgan Fleming Smaller Companies Investment Trust Plc
  • Jpmorgan Fleming Technology Trust Plc
  • Jupiter Extra Income Trust Plc
  • Jupiter Primadona Growth Trust Plc
  • JZ Equity Partners Plc
  • Keystone Investment Trust Plc
  • Kleinwort Capital Trust Plc
  • Law Debenture Corporation P.l.c (the).
  • London And St. Lawrence Investment Company Plc
  • Lowland Investment Company Plc
  • Majedie Investments Plc
  • Martin Currie Pacific Trust Public Limited Company
  • Martin Currie Portfolio Investment Trust Plc
  • Media And Income Trust Plc (the)
  • Merchants Trust Plc (the)
  • Merrill Lynch World Mining Trust Plc
  • Murray Income Trust P.l.c.
  • Murray International Trust P.l.c.
  • New Zealand Investment Trust Plc (the)
  • North Atlantic Smaller Companies Investment Trust Plc
  • Northern Investors Company Plc
  • Old Mutual South Africa Trust Plc
  • Pacific Assets Trust Public Limited Company
  • Pacific Horizon Investment Trust Plc
  • PERPETUAL INCOME AND GROWTH INVESTMENT TRUST PLC
  • POLAR CAPITAL TECHNOLOGY TRUST PLC
  • Premier Asset Management Plc
  • Private Investors Capital Trust Plc
  • Prolific Income Plc
  • Rights & Issues Investment Trust Public Limited Company
  • Rit Capital Partners Plc
  • Schroder Asiapacific Fund Plc
  • SCHRODER INCOME GROWTH FUND PLC
  • Schroder Japan Growth Fund Plc
  • Schroder UK Mid & Small Cap Fund Plc
  • SCHRODER VENTURES INTERNATIONAL INVESTMENT TRUST PLC
  • Scottish Investment Trust Plc (the)
  • Scottish Mortgage Investment Trust Plc
  • Securities Trust OF Scotland Public Limited Company
  • Shires Income P.l.c.
  • Shires Smaller Companies Plc
  • Siam Selective Growth Trust Plc
  • SMALLER COMPANIES INVESTMENT TRUST PLC (THE)
  • Stocks Convertible Trust Plc
  • Svm Global Fund Plc
  • Temple Bar Investment Trust P.l.c.
  • Templeton Emerging Markets Investment Trust Plc
  • Themis Ftse Fledgling Index Trust Plc
  • Throgmorton Trust Plc (the)
  • TOR INVESTMENT TRUST, PLC (THE)
  • TR European Growth Trust Plc
  • Tribune Trust Plc
  • Trust OF Property Shares Limited
  • Us Smaller Companies Investment Trust Pl
  • VALUE AND INCOME TRUST P.L.C.
  • Welsh Industrial Investment Trust Plc
  • Western Selection P.l.c.
  • Witan Investment Trust Plc
Closed End Funds
Risk Managed Portfolios. Get Latest News And Commentary.
www.Calamos.com
INVESTMENTS
DWS Investments is reshaping investing for today's market.
www.DWS-Investments.com
Forex Investments
Invest in Forex Trading, Try our $100,000 Practice Account Today!
www.acmusa.com

Guide to Closed-End Funds

Investing in closed-end funds


Closed-end funds can be a powerful investment tool for your business portfolio. One of the reasons investors choose closed-end funds is that their fees are typically lower than mutual funds. They also don’t succumb to market fluctuations like mutual funds or stocks. If investors want to sell closed-end funds, they have to sell them on the market.

Closed-end funds give you flexibility in that you can use stop or limit orders. You can also trade these shares any time during the market’s session. To start investing in closed-ends funds, do the following:
  1. Open an account with an online broker to start investing in closed-end funds.
  2. Use NYSE Euronext and AMEX as guides for investing in closed-end funds.
  3. Get financial information on closed-end funds through investment research companies' websites.


Action Steps

The best contacts and resources to help you get it done

Open an account with an online brokerage firm to invest in closed-end funds This should be one of your first steps toward investing in closed-end funds. Consider going with an online discount brokerage firm so you don't have to pay high fees. Online brokers also have closed end fund information, including the objectives, price and performance, dividend and investment trusts. Many online brokers are flexible in that you can execute your trade by phone, online, or using a mobile device.

I recommend:  TD Ameritrade lets you look at the closed-end fund’s chart over recent months. It also allows you to see the closed-end management investment company and investment trusts. You’ll also want to look at E*Trade Financial, which has all the information you’ll find at TD Ameritrade. However, it has two additional features: analyst research and insider activity. Insider activity gives you insight into seeing who is buying versus selling.

Use the NYSE Euronext and AMEX exchanges as guides for investing in closed-end funds Both the NYSE Euronext and AMEX exchanges are great resources for closed-end mutual funds. These exchanges are well-known not only in the U.S., but also around the world. They list closed end fund information, such as a closed-end fund's volume, giving you a gauge on the activity. Volume can help you time your buy and sell opportunities. If the volume is light, this might not be a good time to buy. On the other hand, if the volume is heavy, you might want to buy. Of course, you'll want to look at other factors, such as the price.

I recommend:  NYSE Euronext shows listed closed-end funds, such as closed-end bond funds and closed-end stock funds. You can click on a closed-end fund to get detailed information, including its listing date, the closed-end management investment company, and other information. You’ll also want to look at AMEX, which lists more than 150 closed-end funds in various industries, including global equity funds and tax-free bonds.

Use investment research market companies to invest in closed-end funds You can also find in-depth information on closed-end funds on these companies' websites. Studying the analyst's report and its buy and sell recommendations provide great benefits to you. It doesn't hurt to get a second opinion; you can compare your closed-fund's analysis to that of the analyst's. You can customize your search on closed-end funds, based on the category or yearly returns.

I recommend:  Check out Morningstar, since it's not only a leader in investment research, but it offers comprehensive analysis on closed-end funds. You must subscribe to the service. ETFConnect also provides information on closed-end funds, including fund sponsors and industry links.

Tips & Tactics

Helpful advice for making the most of this Guide
  • Make sure you know if the closed-end fund charges a discount or premium before you invest in it.

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How-To Guide from WORK.COM

By Felicia R. Blue
Investing in closed-end funds.
Closed-end funds can be a powerful investment tool for your business portfolio. One of the reasons investors choose closed-end funds is that their fees are typically lower than mutual funds. They also don’t succumb to market fluctuations like ... Read more


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