Closed-End Mutual Funds:
A Small But Lucrative Market

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

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