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Special Report on

Investing in Closed-End Funds

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who will convey your instructions to the stock exchange specialists, and keep you informed of the status of your orders. In exchange, brokers charge a fee or commission, usually a percentage of the transaction (the number of shares or the total money involved, subject to a minimum fee). Brokers come in three varieties: full-service, discount and deep discount. A full-service broker is supposed to provide research and information, and often investment advice specific to your needs. Correspondingly, the commissions charged by the broker are high. Investing in closed-end funds can be quite different from investing in ...
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 ...
Closed-End Funds Oppose Activism With False Arguments -- Seeking Alpha
described the conflict between institutional investors in closed-end funds and the managers of those funds. Discount reduction measures can benefit shareholders, but they reduce the managers' fees and profits. So far this year at least eight funds have had stockholders voting to request such measures, so now the Directors of those funds -- who may also serve as Board members at dozens of other funds sponsored by the same manager -- face a tough choice. They can ignore the vote, and face a proxy fight next year for their Board seats or a proposal to remove the manager -- as has been threatened at the Singapore Fund ( SGF ). ... market research, surveys and trends
The Legal Dollar: "Closed" Mutual Fund vs. "Closed End" Mutual Fund
One thing that I see a lot is that there are certain investment products that are marketed (and are consequently well-known) and that there are other investment products that are not marketed, or are marketed much less (and consequently are not very well-known at all.)  Unfortunately, in many situations the less-marketed investment product may actually be the better choice for some investors.  First, a note - this is not investment advice, just educational advice. In this regard, I have had at least 3 lawyers in the past month confuse a "Closed Mutual Fund" with a "Closed-End Mutual Fund."  ... market research, surveys and trends


Closed-end Fund Benefits
Closed-end funds issue a fixed number of shares during an initial public offering (IPO) and list those shares for secondary trading on a national securities exchange. Professional managers invest the capital raised in stocks, fixed income securities, or a combination of both to meet the fund's specific objective, such as tax-free income or capital appreciation. Investors then buy and sell shares in the secondary market through their broker or financial advisor at market prices, which may be trading at net asset value (NAV), above NAV (trading at a premium), or below NAV (trading at a discount). Click on the topics below for ... industry trends, business articles and survey research
Frequently Asked Questions Closed End Funds
are professionally managed investment companies. Closed end funds differ from other types of investment companies because, like publicly traded operating companies, closed end funds issue a fixed number of shares which typically are listed on a stock exchange. Once issued, closed end fund shares are not typically purchased or redeemed directly by the closed end fund, but instead are bought and sold in the open market. The closed end fund's common shareholders own these shares. What types of securities do closed end funds invest in? Closed end funds invest in a wide variety of securities, including common stocks, preferred ... industry trends, business articles and survey research
Firsthand account of making a bad fund worse
und managers typically don’t want to take bad performance and make it worse, but that seems to be the path that Kevin Landis has set for the Firsthand Technology Value fund. In a move that seems likely to gut shareholders like fish, Landis - a Wall Street darling during the Internet bubble, who has never recovered since - is ready to add insult to investors’ injuries, provided shareholders give him the go-ahead. Directors of the Firsthand Funds voted in mid-July to reorganize the $180 million Firsthand Technology Value into a “business development company,” which is a type of closed-end fund. The deal ... market trends, news research and surveys resources
Investing Options In Indonesia
Asia is home to several emerging and globalizing powers, including India and China but one nation that stands out but is not largely covered in the business media is Indonesia. Little is known about Indonesia in the investing circles despite being a country made up of some 17,000 islands, which is now the 4th most populous nation in the world. One striking feature that highlights Indonesia's growth in recent years is the fact that the country has managed to avoid recession during the global downturn, unlike some of its more export-reliant neighbors. Over the last decade, Indonesia has emerged as a vibrant and plural ... market trends, news research and surveys resources


Guide to Investing in Closed End Funds.indd
Asset classes — By investing in closed-end funds, individual investors can access asset classes and/or strategies previously available only to institutional ... 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 deflationtimes Investing 101: Closed-End Funds: For some investors, an alternative solution is investing in a closed-end fund: a ...
  2. profile image sharonjones328 Investing 101: Closed-End Funds: MintLife Blog (blog)For some investors, an alternative solution is investing in a...
Fast Answers: Investing, Mutual Funds, Closed/Open End. - MSN Money
A closed-end fund works like an individual stock, because the fund’s shares are traded on an exchange. Closed-end mutual funds raise money only once and offer only a fixed number of shares. When shareholders want out, they sell on the open market and pay brokerage fees. Conversely, an open-end mutual fund sells as many shares as investors want. An open-end fund grows as new shareholders invest, but the number of shares outstanding drops when investors sell. What is an open-end mutual fund? Most mutual funds are open-ended, meaning that the fund sells as many shares as investors want. The fund grows as more money comes in. ...
Question about closed end bond funds.? - Yahoo! Answers
I been looking at a lot of close end high yield bond funds. I noticed their balance sheets and income flows have been ugly the last couple of years, like they are losing money. HIO, and PHT for example. They still have a large capital surplus though. Is this normal for these type of funds? or steer clear of them? Member since: February 22, 2010 Total points: 13063 (Level 6) Badge Image: The losses you see are a reflection of the prices of the bond holdings fall in price due to the credit squeeze. A prior poster mentioned that you might not want to invest due to a potential rise in rates. Junk bonds trade more like equity as the ...