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Closed-End Fund Review First Quarter 2019
After a very challenging fourth quarter of 2018 when the average closed-end fund (CEF) was lower by 8.7% and for the year was down 10.7%, CEFs staged a significant rally during the first quarter of 2019. Follow the link to read Jeff Margolin's full report.

Preferred Securities: A Tax-Advantaged Complement to Muni Bonds
For investors looking to boost after-tax income, preferred securities may be an attractive option. Many preferreds pay high coupons that are treated as dividends, taxed at about half the rate of interest income. In fact, preferreds offer the potential for higher income after taxes than municipal bonds.

Alternative Income: Opportunities In Private Credit Markets
CEFA was joined by Kim Flynn, Managing Director for alternative investments at XA Investments discusses 1) How institutional strategies in alternative income investments can be accessed through closed-end funds; 2) less liquid investments and the private credit markets provide additional income; 3) diversification from traditional bond exposures.

Tee Up for REIT Tax Benefits
A recent announcement by the IRS on January 18, 2019 gives U.S. investors one more reason to own REIT funds: lower taxes on income.

Municipal Market Update: February
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.

How the Rise of Netflix Has Reshaped the Media Industry
Now that consumers can get their favorite TV shows through the internet, they are cutting the cord at growing rates. Traditional media companies are scrambling to keep up with the changes, which has led to significant consolidation in the industry.

Real Estate 2019 Outlook
Nuveen discusses Trends & Tactics for investing in Real Estate in 2019. Click to gain more insight. 

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Alternative Income Opportunities in Private Credit Markets
Kim Flynn
Managing Director for Alternative Investments -- XA Investments

Investment Flexibility in Volatile Markets
Bob Bush
Senior Vice President
Calamos Investments

Winning by not losing: Convertible Bonds and Closed-End Funds
F. Barry Nelson
Partner (Retired)
Advent Capital Management LLC

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Yearly Wrap-up & Outlook: Domestic and International Investing
CEFA gathered four experts spanning global and domestic markets to discuss investment opportunities in the U.S. and abroad. After capturing some 2018 highlights, we have a closer look at expectations for 2019 in real assets, global bonds and international equities.

Top Asset Classes 1 Day Avg
CA Muni Debt Funds 0.31%
Real Estate Funds ** 0.31%
NY Muni Debt Funds 0.30%
PA Muni Debt Funds 0.27%
Gen & Ins Leveraged ** 0.24%
Bottom Asset Classes 1 Day Avg
Pacific Ex Japan Funds -2.20%
Natural Resources Funds -0.88%
Emg Mkts HC Debt Funds -0.62%
Energy MLP Funds ** -0.58%
Emerging Markets Funds -0.35%

Average Asset Class performance at NAV as of 4/24/2019 View All Classes

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Today's Fund Leaders


 1 day as of 4/24/2019



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