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  2. 10 Best Closed-End Funds for 2023 - AOL

    www.aol.com/10-best-closed-end-funds-193140288.html

    Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) ... Closed-end funds can be a good choice for diversifying your portfolio. However, they’re more complicated than the mutual ...

  3. Eaton Vance - Wikipedia

    en.wikipedia.org/wiki/Eaton_Vance

    Two years later, on February 20, 1981, Eaton Vance Corporation was established as a holding company. [6] By the end of 1983, Eaton Vance was managing 23 mutual funds and numerous individual and company accounts, with over $2.3 billion in their accounts. The company's major products were 34 low-risk and tax-free funds by late 1989.

  4. What Are Closed-End Funds? - AOL

    www.aol.com/finance/closed-end-funds-191325195.html

    Most mutual funds and exchange-traded funds available to retirement investors are open-end funds. Learn the difference between open-end and closed-end funds.

  5. Exchange fund - Wikipedia

    en.wikipedia.org/wiki/Exchange_fund

    An exchange fund, also known as a swap fund, is an investment vehicle that allows investors with large stock positions to pool their stocks into a single fund, diversifying their holdings without triggering a taxable event. Given its dependence on the IRS Tax Code, it is a mechanism specific to the U.S., first introduced as early as 1954 with ...

  6. Closed-end fund - Wikipedia

    en.wikipedia.org/wiki/Closed-end_fund

    A closed-end fund, also known as a closed-end mutual fund, [1][2][3][4] is an investment vehicle fund that raises capital by issuing a fixed number of shares at its inception, and then invests that capital in financial assets such as stocks and bonds. After inception it is closed to new capital, although fund managers sometimes employ leverage.

  7. ETFs Vs. Closed-End Funds: How to Choose - AOL

    www.aol.com/news/2010-05-25-etfs-vs-closed-end...

    The Potential for Premium. ETFs are also touted for their fairly low expense ratios, while CEFs costs are over 2% in many cases, adds Twibell. And, because most ETFs mimic stock indexes, their ...

  8. List of asset management firms - Wikipedia

    en.wikipedia.org/wiki/List_of_asset_management_firms

    Money is collected from investors by way of floating various collective investment schemes, e.g. mutual fund schemes. In general, an AMC is a company that is engaged primarily in the business of investing in, and managing, portfolios of securities.

  9. The Basics of Closed-End Funds - AOL

    www.aol.com/news/2012-09-21-the-basics-of-closed...

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