CLOSED-END FUNDS

Closed-end funds offer excellent income potential compared to conventional mutual funds, ETFs, and dividend stocks but come with a number of complexities. Closed-end funds are actively managed by a fund manager, often use financial leverage to generate more income, can invest in various assets (e.g. stocks, bonds), and trade at a discount or premium to the market value of their assets. Please see our “Guide to Investing in Closed-End Funds” for more information.

Recent Research

What Happened? Accenture (ACN) reported second quarter results that caused its stock to drop 3-4% this morning.   Accenture's organic sales grew 6%, and adjusted [...]

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Duke Energy (DUK) Pays Steady Dividends for Retirement Portfolios

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4% Rule Versus Dividend Stocks: What’s Best for a Safe Retirement?

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Higher Interest Rates Impact Utilities: What Dividend Investors Need to Know

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