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Morningstar, Inc. Commentaries


Year in Review: Equity Closed-End Funds

Jan 10, 2014
Click here to access Year in Review: Equity Closed-End Funds

As we turn the page on a new calendar year, resolutions and fresh starts are on everyone's minds. But it's also a great time to look back at the year that was. Last week, analyst Steve Pikelny provided a detailed look at the year in municipal closed-end funds, or CEFs. (Spoiler alert: The muni market was volatile and ended the year on a much lower note than it started.) This week, we tackle the equity universe, which we've broadened to include not just equities, but allocation funds, convertibles, alternatives, and commodities. Next week, we will delve into taxable fixed-income funds.



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Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions.

Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $195 billion in assets under advisement or management as of Sept. 30, 2012. We have operations in 27 countries.

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