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Tools for the Smart CEF Investor

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 Morningstar.co.uk 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
Recorded Jul 12 2011 46 mins
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Presented by
Mike Taggart and Cara Esser, CEF research team, Morningstar
Presentation preview: Tools for the Smart CEF Investor

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  • Title: Tools for the Smart CEF Investor
  • Live at: Jul 12 2011 2:00 pm
  • Presented by: Mike Taggart and Cara Esser, CEF research team, Morningstar
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