Recently Released!!!
Date Published: March 14, 2023
Summary PowerPoint Deck: 59 Slides
Reference PowerPoint Deck: 204 Slides

The purpose of this research is to provide readers with a comprehensive understanding of the 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 is part of Tiburon's broader coverage of registered investment companies.

This research addresses the key historical phases of closed-end mutual funds, including:

• Early Phase
• Middle Phase
• Recent Phase

The research addresses several market segments of closed-end mutual funds, including:

• Closed-End Equity Mutual Funds
• Closed-End Fixed Income Mutual Funds

The research addresses markets & distribution channels for closed-end mutual funds, including:

• Direct Distribution
• Financial Advisor Channels
• Institutional Markets

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

• Moderate Growth for Closed-End Mutual Funds
• Continuing Dominance of Fixed Income Products
• Evolving Markets & Distribution Channels