Tools for the Smart CEF Investor

Presented by

Mike Taggart and Cara Esser, CEF research team, Morningstar

About this talk

In this session we’ll walk through the key data points that you need to be aware of when research closed-end funds, how to make the most of the Morningstar Rating, understanding the key metrics of these investment products, and tools on to facilitate your research. - The structure of a CEF Report and key data points - Digging deeper - chart, performance, portfolio holdings, management, fees, news and more - CEF QuickRank and CEF Screener – how do you use them to research CEFs

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