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Research Articles

Date
Title Author
05-25-11 Taxable Closed-End Funds Reduce ARPS Leverage, Shift to Alternate Forms Fitch Ratings
04-26-11 CLOs and CEFs: A Comparsion of Leveraged Loan Investment Vehicles Fitch Ratings
02-14-11 Tax-Exempt Closed-End Funds Weather Price Declines Fitch Ratings
01-01-11 2010 Fourth Quarter Review First Trust Advisors, L.P.
10-01-10 2010 Third Quarter Review First Trust Advisors, L.P.
09-29-10 Closed-End Funds: Evolving Use of Leverage and Derivatives Fitch Ratings
07-01-10 2010 Second Quarter Review First Trust Advisors, L.P.
04-01-10 2010 First Quarter Review First Trust Advisors, L.P.
01-01-10 2009 Fourth Quarter Review First Trust Advisors, L.P.
09-01-09 2009 Third Quarter Review First Trust Advisors, L.P.
07-01-09 2009 Second Quarter Review First Trust Advisors, L.P.
04-14-09 2009 First Quarter Review First Trust Advisors, L.P.
03-27-09 Review of Global Markets Baring Asset Management
02-24-09 2009 Outlook for China Market Baring Asset Management
01-16-09 Investment Allocations for 2009 First Trust Advisors, L.P.
01-01-09 Fourth Quarter Closed-End Fund Review First Trust Advisors, L.P.
10-01-08 Third Quarter Closed-End Fund Review First Trust Advisors, L.P.
07-01-08 Second Quarter Closed-End Fund Review First Trust Advisors, L.P.
04-01-08 First Quarter Closed-End Fund Review First Trust Advisors, L.P.
02-15-08 Comments on Auction-Rate Preferreds and Closed-End Funds Raymond James & Associates, Inc.
06-19-07 A Yield by Any Other Name Would Smell As Sweet...? Comparing Yield Calculations for Closed-End Funds (PDF) Lipper
03-13-07 A Guide to Closed-End Funds Merrill Lynch

03-14-06

Gabelli Funds Issues Update to Managed Distribution Policy Report

Gabelli Funds

11-15-05

Covered Call Closed-End Funds

Wachovia Securities

02-25-04

Performance of Closed End Funds: Price Change and Total Returns

Wachovia Securities

02-25-04

Interest Rate Sensitivity of Leveraged Municipal CE Funds

Wachovia Securities

12-31-03

The Year in Closed-End Funds: 2003

Lipper

11-11-03

A Report on Leverage and Closed-End Funds

Fitch Rating Service

08-25-03

Investing in Closed-End Funds: The Advantages and Risks

Wachovia Securities

02-03-03

Summary of 2002 Closed-End Fund Performance

Wachovia Securities

01-09-03

Dividend Tax Reform and Closed-End Funds

Wachovia Securities

01-08-03

What Is a Closed-End Fund?

Wachovia Securities

01-02-03

Widening Discounts for Municipal Closed-End Funds

Wachovia Securities

12-15-02

Leverage Among Closed-End Funds

Wachovia Securities

07-30-02

2002 Second Quarter Performance Summary

Closed-End Fund Association

01-17-02

Closed-End Funds Post Another Benchmark-Beating Year

Closed-End Fund Association

01-03-02

Deutsche Bank Makes A Case For International Investing (Power Point.  Large file, download may be slow.)

Deutsche Bank

01-02-02

Interest Rate Risk Among Closed-End Funds

First Union Securities

10-09-01

Closed-End Funds Third Quarter Summary

Lipper

10-05-01

Municipal CE Funds and Interest Rate Risk

First Union Securities

09-19-01

Near-Term Call Risk for Municipal Closed-End Funds

First Union Securities

09-18-01

Municipal Bond Funds:  Assessing the Impact

UBS PaineWebber

08-21-01

Closed-End Fund Review

UBS PaineWebber

07-26-01

Quarterly Summary: Closed-End Funds Continue Positive Trend (Adobe PDF)

Closed-End Fund Association

07-12-01

Closed-End Fund Discounts at Lowest Level Since July 1999(Adobe PDF)

Lipper

02-14-01

Closed-End Fund Discounts Narrow Significantly(Adobe PDF)

Lipper

01-22-01

2000 Closed-End Performance Summary (Adobe PDF)

Closed-End Fund Association

12-06-00

Shedding Light on Value in Forgotten Places

Donald L. Cassidy

10-20-00

Closed-End Funds Quarterly Performance Summary(Adobe PDF)

Closed-End Fund Association

09-25-00

Leverage Among Closed-End Funds(Adobe PDF)

First Union Securities

09-05-00

Does a Mean Reversion Strategy Work? 5-page summary.

Robert Fleming & Co. Ltd.

06-19-00

Why Country Fund Discounts Are So Wide

UBS Warburg

06-12-00

Leveraged Closed-End Equity Funds: Evaluating the Risks and Rewards

Albert J. Fredman

05-22-00

Closed-End Taxable Bond Funds

Albert J. Fredman

04-24-00

CEFs and ETFs

Paine Webber

04-17-00

All About Closed-End Funds

Paine Webber

03-29-00

Performance Of Closed-End Funds

First Union Securities

01-25-00

What You Need to Know About Investing in Closed-End Funds

Albert J. Fredman

01-25-00

Using Closed-End Funds for the Millennium

George Cole Scott

11-15-99

Guidelines For Buying and Selling CEF Shares

Albert J. Fredman

09-07-99

Closed-End Funds and Leverage: Getting More Bang for the Buck

Dan Navarro

08-18-99

Yield Enhancements Using Closed-End Funds

Raymond James & Associates, Inc.

05-08-99

Who Owns Closed-End Funds?

Investment Company Institute

04-14-99

Closed-End Funds And The Mysterious Premium/Discount

Wiesenberger

03-01-99

Wiesenberger Study Of Closed-End Funds That Open-End

Wiesenberger


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