Closed-End Mutual Funds:
A Small But Lucrative Market

Recently Released!!!
Date Published: January 27, 2016
Summary PPT Deck: 32 Slides
Reference PPT Deck: 156 Slides


The purpose of this research is to provide readers with an initial understanding of the $289 billion closed-end mutual funds market. The research addresses the market’s history & growth, as well as trends in product development, pricing parameters, & distribution channels.

This research explains the history of closed-end mutual funds in phases, including:
  • Early Phase
  • Middle Phase
  • Recent Phase

    The research addresses market segments, including:

    • Equity
    • Fixed Income

The research addresses markets & distribution channels, including:

  • Direct Distribution
  • Financial Advisor Markets
  • Institutional Markets

And the research concludes with predictions for the closed-end mutual funds market, including: 

  • Moderate Industry Growth
  • Investment Style Shifts
  • Evolving Markets & Distribution Channels

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