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Herzfeld's guide to closed-end funds

Thomas Herzfeld, Cecilia L. Gondor

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Abstract

Closed-end funds continue to gain prominence as one of today's most popular vehicles for buying stocks and bonds. This text aims to provide individual investors and professionals with access to information on these funds. This text presents information on how to invest wisely using closed-end funds, including: a listing of more than 300 closed-end funds; statistical analyses, comparisons and rankings of each fund; graphs that chart net asset value against price for every fund; and profiles of each fund's portfolio, including major holdings. For less experienced investors, there are also introductory sections that clearly outline what closed-end funds are, how they are brought to market, and how investors should evaluate and trade them.

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What this paper is about

Closed-end funds continue to gain prominence as one of today's most popular vehicles for buying stocks and bonds. This text aims to provide individual investors and professionals with access to information on these funds. This text presents information on how to invest wisely using closed-end funds, including: a listing of more than 300 closed-end funds; statistical analyses, comparisons and rankings of each fund; graphs that chart net asset value against price for every fund; and profiles of each fund's portfolio, including major holdings. For less experienced investors, there are also introductory sections that clearly outline what closed-end funds are, how they are brought to market, and how investors should evaluate and trade them.

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Available abstract

Closed-end funds continue to gain prominence as one of today's most popular vehicles for buying stocks and bonds. This text aims to provide individual investors and professionals with access to information on these funds. This text presents information on how to invest wisely using closed-end funds, including: a listing of more than 300 closed-end funds; statistical analyses, comparisons and rankings of each fund; graphs that chart net asset value against price for every fund; and profiles of each fund's portfolio, including major holdings. For less experienced investors, there are also introductory sections that clearly outline what closed-end funds are, how they are brought to market, and how investors should evaluate and trade them.

Key concepts: Closed-end fund, Portfolio, Business, Open-end fund, Net asset value, Finance, Listing (finance), Stable value fund

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