The best closed-end funds (CEFs) remain highly popular with income-seeking investors even amid the rise of exchange-traded funds (ETFs).
The Cohen & Steers’ Closed End Opportunity Fund (FOF) is a top investment pick for yield, diversification, and total returns.
With leverage, the fund has about $6.6 billion in buying power to invest in property sectors such as medical offices and ...
These funds make distributions in accordance with a managed distribution plan that provides for the declaration of monthly distributions (in the case of the Allspring Income Opportunities Fund, the ...
Back To The Future With Closed-End Funds Looks at the history of Closed-End Funds and traces their remarkable growth since 1985, the year Back ToThe Future premiered. At that time, closed-end funds ...
^The fund has adopted a managed distribution plan. Under a managed distribution plan, to the extent that sufficient investment income is not available on a monthly basis, the fund will distribute long ...
As discussed in a previous Eversheds Sutherland Legal Briefing, the US Securities and Exchange Commission (SEC) recently reversed a long-standing practice restricting the ability of certain closed-end ...
The above funds have adopted a managed distribution plan. Under a managed distribution plan, to the extent that sufficient investment income is not available monthly, the fund will distribute ...
Form 1099-DIV for the calendar year will report distributions for federal income tax purposes. Each fund's annual report to shareholders will include information regarding the tax character of a ...
These funds make distributions in accordance with a managed distribution plan that provides for the declaration of monthly distributions (in the case of the Allspring Income Opportunities Fund, the ...
^As of 12/31/25. The inception date for each closed-end fund follows: RMI (10/25/2018), RMM (7/25/2019), RFM (3/26/2020), RFMZ (2/24/2021), RMMZ (2/10/2022), RIV (12/24/2015) and OPP (9/27/2016). Each ...