Share this page | Email | Contact Us

Special Report on

Closed-end fund investing

closed end fund investing special research report Photo by
equity investment company, internally-managed, low expense ratio objectives: preservation of capital, reasonable income, opportunity for capital gain. Asia Pacific Fund Diversified, closed-end management investment company, listed on the New York Stock Exchange. Its holdings consist of investments in equity securities of companies in the Asia Pacific region Bancroft Convertible Fund A closed-end, diversified management investment company that invests primarily in corporate convertible bonds with the objectives of providing income and capital appreciation. Blue Chip Value
money with others to participate in a wider range of investments than feasible for most individual investors, and to share the costs and benefits of doing so. Terminology varies with country but collective investment schemes are often referred to as mutual funds , investment funds , managed funds , or simply funds (note: mutual fund has a specific meaning in the US). Around the world large markets have developed around collective investment and these account for a substantial portion of all trading on major stock exchanges . Collective investments are promoted with a wide range of investment aims either targeting specific ...
Goldman Sachs Lessons Learned: Brokers Think Only Of Themselves ...
executives to a Congressional committee yesterday was both fascinating and infuriating, but there’s a message in there for every investor, large or small. Brokerage firms take a very short-term view — they have to, by the nature of their business — and whether their customers do well over the long term with the investments they buy is not the firms’ primary concern. My goal today is to cover two points: one, that every stock, bond or raincoat has its price, and two, brokers are not fiduciaries, and care as much about how you do over the long term as how well they do now — that is, whether you buy ... market research, surveys and trends
The Christmas Pick
As many regular readers of will know, once per year at Christmas we have published a stock recommendation, the only "buy" recommendation we make each year. On 16-Sep-07, we published an article called Incredibubble , commenting on the bubbles in Chinese stock markets, both in the mainland and HK. With the Hang Seng Index ( HSI ) then at 24,898 and the Shanghai Composite Index ( SCI ) then at 5,312, we asked our readers in an opinion poll, what is the lowest level at which the two indices will ever trade at again? We closed that poll at the end of 24-Sep-07, and more than 59% of responses said the ... market research, surveys and trends


closed end funds « Quant Investor's Blog
(ticker:HQH) appears to a be a decent value now within the closed-end fund universe. It is broadly diversified, and primarily invests in biotechnology, medical devices, pharmaceuticals and medical delivery. It also invests a limited portion of the portfolio in smaller, emerging companies and some restricted securities. In their last SEC filing (as of June 30), the top five holdings were: Teva, Gilead, Celgene, Amgen and Biogen. On August 4, the fund discontinued their managed distribution policy. HQH had been paying out 2% of NAV in capital gains distributions every quarter for many years. The purpose of this policy was to ... industry trends, business articles and survey research
Performance of Levered Closed-End Funds. -- Britannica Online ...
This is a magazine article published in Journal of Financial Planning and has not been reviewed by the editors of Encyclopædia Britannica. More info Journals and periodicals are supplied by EBSCO Information Services. These articles appear as they did in the original publication, often as a PDF scan of the original document, and have not been reviewed or altered by the editors of Encyclopædia Britannica. Depending on the publication, the original author may have been stating facts or opinions. Britannica Online offers a variety of content in addition to the Encyclopædia Britannica. This additional content is ... industry trends, business articles and survey research
SunAmerica Focused Alpha Growth Fund Announces Estimated Sources of Dividend ...
a closed-end fund (the "Fund"), today announced the estimated amounts of the sources of the Fund's second quarterly dividend distribution of $0.05 per share of common stock declared on June 2, 2010 and payable on June 24, 2010 and the cumulative dividend distributions paid year-to-date. The following table sets forth the estimated amounts of the sources of the dividend distribution for purposes of Section 19 of the Investment Company Act of 1940, as amended (the "1940 Act") and the Rules adopted thereunder. The table includes estimated amounts for ... market trends, news research and surveys resources
Certain Morgan Stanley Closed-End Funds Declare Mid Year Dividends
NEW YORK, Jun 18, 2010 (BUSINESS WIRE) -- Each of the Morgan Stanley closed-end funds listed below (the "Funds") today declared the following dividends. E R P X-DATE ECORD DATE AYABLE DATE -------------------------------- ----------------------- ------------- 6 6 7 /28/2010 /30/2010 /15/10 N Long-Term ... market trends, news research and surveys resources


Investor Sentiment and the Closed-End Fund Puzzle
ment of the closed-end fund investing clientele relative to the investing clientele of the underlying assets. In this paper, we speculate that the ... technology research, surveys study and trend statistics
Closed-End Funds
Closed-end funds generally do not continuously offer their shares for sale. Rather, they sell a fixed number of shares at one time (in an initial public offering), after which the shares typically trade on a secondary market, such as the New York Stock Exchange or the Nasdaq Stock Market.   The price of closed-end fund shares that trade on a secondary market after their initial public offering is determined by the market and may be greater or less than the shares� net asset value (NAV) .   Closed-end fund shares generally are not redeemable. That is, a closed-end fund is not required to buy its shares back from ... technology research, surveys study and trend statistics
An Agency Explanation of the Closed-End Fund Puzzles
Therefore traders trading for liquidity needs should invest in closed-end funds rather than individual assets. This is an interesting result in the sense ...
  1. profile image ZeusBizNews Business Week: Legg Mason Unit Lists Biggest Closed-End Fund in Three Years: Legg Mason Inc.’s... #Business #Investing
Need help!! what companies are good to invest in right now ...
i'm in 9th grade. In my Pre AP W. Geo class we're playing a stock market game. The goal is to invest in companies that can beat the S&P 500. And to lose the least amount of money while doing so. So please give me your opinion on the best companies that will possibly beat the S&P 500 and earn money!!! -Thanks!! Nothing like being realistic about this. "loose the least amount of money" Well put. Assuming there is no big rally on Wall Street while you are doing your game, here are some stocks that I think might beat Wall Street and might not even fall too much. GIM this is a closed end fund investing in ...
Im 25, want to invest 1000 for one year growth? - Yahoo! Answers
Whats the best way for me to invest my tax refund, which will be 1.2k dollars. Im looking to grow it over one year and then spend it at the end of the year. I already started investing last year, I currently have 1.5k in the market, and have thus far seen 7% growth, I want to beat that with my refund money, would it make sense to put it all into one high-performing stock? My portfolio right now consists of a wide mix of stocks, with no more than $100 in any one stock.. Member since: January 26, 2006 Total points: 110171 (Level 7) Badge Image: Here is a thought or two for you to consider. There is risk in these, but if you ...