Morningstar, Inc. Commentaries
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.