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

  • Cardinal Health Medtronic Guidance

Cardinal Health (CAH) updated its guidance Tuesday morning, causing its stock price to plunge nearly 12% on the day.   The company previously cut its [...]

Ideas - Closed-end Funds



New Articles

“What Should I Do if Another Verizon Happens?”

One of our members emailed me after reading through my recent Verizon article, which analyzed the scary-looking drop in free cash flow that the company reported. Many investors worried that the company's dividend could be at risk. [...]

Seagate Technology (STX): High Yield Dividend Income or Value Trap?

Many of the most popular high yield stocks are real estate investment trusts (REITs), master limited partnership (MLPs), and business development companies (BDCs).   All of these industries are designed to pay very high dividends. [...]

Clearing the Air on Verizon’s Dividend Safety

A number of readers have emailed me in recent weeks wondering about Verizon’s (VZ) dividend safety.   Their anxiety developed after reading several articles online that suggested Verizon’s dividend was no longer sustainable because the [...]

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