Closed-end

Closed-end funds sometimes just distribute return of capital, meaning an investor is only getting their investment back, not net investment income.

Get Briefed: Ron Baron Alexandra Zendrian 2010

Closed-end funds are typically managed by household names such as PIMCO, BlackRock

Get Briefed: Ron Baron Alexandra Zendrian 2010

Closed-end funds are typically managed by household names such as PIMCO, BlackRock

Get Briefed: Ron Baron Alexandra Zendrian 2010

Closed-end funds are unique because they give investors the opportunity to gain exposure to most asset classes (beta), and generate additional return if the "discount" of the closed-end fund narrows (alpha).

Get Briefed: Ron Baron Alexandra Zendrian 2010

Closed-end funds are unique because they give investors the opportunity to gain exposure to most asset classes (beta), and generate additional return if the "discount" of the closed-end fund narrows (alpha).

Get Briefed: Ron Baron Alexandra Zendrian 2010

Closed-end funds have a fixed number of shares and trade throughout the day like stocks.

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SPOTLIGHT | BlackRock Credit Allocation Income Trust IV Closed-end fund BlackRock Credit Allocation Income Trust IV changed from a preferred-shares and equity fund to a bond fund in 2009, but the market didn't take much notice, says Maury Fertig , chief investment officer at Relative Value Partners.

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Fundamentals of Investing Closed-end funds can pay off for investors who understand their quirks.

High Income, Added Risks Rachel Louise Ensign 2011

Leverage Closed-end funds can use leverage, or borrowed money, to increase their income distributions.

High Income, Added Risks Rachel Louise Ensign 2011

Closed-end funds sometimes just distribute return of capital, meaning an investor is only getting their investment back, not net investment income.

Get Briefed: Ron Baron Alexandra Zendrian 2010