Money For the Rest of Us

What Are Closed-End Funds and How Do You Invest in Them?


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Why closed-end funds are David's favorite investment vehicle, particularly during market panics. What are the unique characteristics of these funds and what are successful strategies for investing them.

Topics covered include:

  • How closed-end funds differ from open-end mutual funds and ETFs.
  • Why most closed-end funds are bond funds and use leverage.
  • Why closed-end funds can sell at large discounts and premiums.
  • What are managed distribution programs.
  • How to evaluate and select closed-end funds.
  • What is the Income Factory approach to closed-end fund investing.

Thanks to LinkedIn and The HPScast for sponsoring the episode.

For show notes and more information on this episode click here.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Money For the Rest of UsBy J. David Stein

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