All of my favorites have delivered superior risk-adjusted returns over the long haul. For example, one of our favorite pastimes is purchasing closed-end funds (CEFs) when they trade for ninety cents or so on the dollar. On a risk-adjusted basis, it ranks number six among the 47 letters Hulbert has tracked for at least five years. By Jeff Reeves Our funds invest into underlying CEFs using a modern, quantitative approach that focuses on (1) the relationship between a CEF's price and net asset value and (2) the presence of regular periodic cash distributions. By Steven Goldberg Toll-free: 800-356-3508 (U.S. and Canada) Access to the creators of the newsletter for information on recommendations and investment strategies. By Steven Goldberg CEO Martin Fridson is a past governor of the Chartered Financial Analysts Institute, consultant to the Federal Reserve Board of Governors, and author of six books on investments and economics. But so does his fund selection, which includes a longtime overweight in health care stocks. Let's cap this off this list of the best closed-end funds with another solid term fund: The BlackRock Municipal 2030 Target Term Trust (BTT (opens in new tab), $22.06). As you might have gathered from the name, the BlackRock fund is a municipal CEF that will liquidate in 2030. Use the newsletter as the best source for self-directed investing and for building your own income securities portfolio. ISI is an independent research firm specializing in income securities. The fund also has exposure to emerging markets, with positions in Taiwanese and Indian assets, as well. Key benefits 01 Stay fully invested "Closed" structure allows for greater flexibility in the types of investment strategies that can be used and helps portfolio managers stay invested for the long-term without forced selling. Whats worse, some are dangerous to your financial health. Most investment newsletters are worthless. It owns essentially the same collection of REITs you'd expect to find in any mutual fund or exchange-traded fund (ETF), such as logistics REIT Prologis (PLD (opens in new tab)), data center REIT Equinix (EQIX (opens in new tab)) or self-storage operator Public Storage (PSTG (opens in new tab)), but it has the added benefit of owning them at a discount. Here's the latest edition of the Table Hopping newsletter. Consumer staples stocks are beating the broader market this year and analysts say these five names are poised for more outperformance ahead. Today were going to click our way to a dividend stream that matches the average household income stream in America$70,784 per yearand were not going to do it on a much smaller nest egg than most people think is possible. Vanguards low costs give him a huge advantage. Rating changes by Moodys and Standard & Poors on recommendations. Monthly Recommendations: Our best corporate bonds, preferred stocks, convertible securities, master ltd. partnerships, and closed-end funds. I know better now, of course, but it still strikes me when I hear stories of celebrities going broke, struggling to earn a living or taking on projects just because they desperately need to pay off some kind of debt. Global Real Estate, REIT & Real Asset Index, 1. Learn more about JQC at the Nuveen provider site. All returns are for the past 15 years through October 31, unless Hulbert doesnt have data stretching back that far. Lets go ahead and grab a slice of AIs furious growth and get ourselves a nice 6% dividend (paid monthly), too. When looking at CEF Connect, how does the funds current discount/premium to NAV compare to their historical premium/discount? Data Characteristics, 5. It comes down to what at first blush seems to be a rather obscure fact: CEFs (which trade on the market, just like stocks or ETFs), generally have a fixed number of shares for the entirety of their lives. The two other main types of investment companies are open-end funds (including mutual funds and exchange-traded funds or ETFs) and unit investment trusts (UITs). (opens in new tab). Shares of closed end funds may trade above (a premium) or below (a discount) the net asset value (NAV) of the fund's portfolio. Enter at Will. We offer a performance table and a data table webpage summarizing each index. New York, N.Y. 10001. Finally! The discount to net asset value is noteworthy to investors seeking out the best closed-end funds because as recently as October of last year, ETG actually traded at a slight premium to net asset value. But here, in no particular order, are three closed-end funds worth considering now: Adams Natural Resources Fund (NYSE: PEO): If you're willing to take a bet on the energy sector, this four-star closed-end fund is selling at a discount of negative 15.35%. But you also get the opportunity to enjoy a 7.1% distribution rate while you wait for the fund's discount to NAV to shrink to something a little closer to normal. With Bitcoin's surge in early 2023, the "crypto winter" began to thaw. Editor Russ Kinnel recently discontinued the letters model portfolios. Because REITs have always had a major emphasis on income, investors came to view them as a bond substitute over the past two decades. The kids had their slices. The Nuveen Credit Strategies Income Fund trades at a 9.8% discount to NAV. While 3.5% isnt bad, it pales in comparison to the 12.7% headline yield were about to discuss. BUT its essential to avoid these stumbling blocks: Every month Income Securities Investor gives you nine meticulously researched recommendations that focus onhigh income generation and principal protection. Not too shabby! Shares of closed-end funds frequently trade at a market price that is a discount to their NAV. I find ISI to be a great source for income investing.. So anyone buying today can enjoy the 8.2% dividend while waiting for the discount to close. Quote data delayed at least 15 minutes; data powered by Ticker Technologies, and Mergent. - Marty Fridson talks about where to find yield in todays low-rate environment on Money Life with Chuck Jaffe., - Dont Take The Long Duration Stocks Thesis Too Literally. Published 6 December 19. Gold has been trending higher since November, and if the dollar is potentially starting a multi-year bear market, then gold's rise could be just starting. But why pay retail for them if you don't have to? Good old-fashioned gold. How do you get a tax professional that's right for you? To learn more about our firm, download our firm's profile presentation. read) Your Safety Plan Should Start With These Low Vol Yields up to 6.3%, These Amazing Funds Magnify Your Portfolios Growth (With 7%+ Dividends), An Easy $237,000 in Dividend Income, Missed by Most Investors, 3 Essential Stocks With Dividends Growing Up to 400%, This 3-Fund Instant Portfolio Could Pay You $70,784 in Dividends. Each of these funds trades at a reasonable discount to NAV and offers a yield that's at least competitive, if not downright extravagant. A closed-end fund is an investment fund that has a limited number of shares to sell to investors. ^Premium/Discount to NAV represents the percentage by which the fund's market price exceeds or is less than net asset value (NAV). LLFA has no affiliations with any underwriter, brokerage firm, or trust company and is not a dealer or broker in securities. John Cole Scott: The outlook for BDCs is strong heading into 2022, The NAVigator. This is radically different from open-end funds, which have no limit on the number of shares they can issue. Perhaps the. - The anti-ESG movement has targeted BlackRock. One potential beneficiary in 2023 is the First Trust Dynamic Europe Equity Income Fund (FDEU (opens in new tab), $12.44). It doesn't really "do" anything. The Weekly Closed-End Fund . A closed-end fund is not a traditional mutual fund that is closed to new investors. John Cole Scott explains why it's important for investors to have granular level data on closed-end funds, Nasdaq Trade Talks. Most mutual funds and ETFs yield between 1% and 3%, give or take. The units are sold at a price based on Net Asset Value of the mutual fund that is launching the NFO. It also yields a very competitive 6.9%. Ameritrade Symbol LookupNow TD AMERITRADE clients can use both TD AMERITRADE and AbleTrend 7. Closed-end funds, or CEFs, are similar to mutual funds or. By Steven Goldberg Saba Closed-End Funds ETF received 28 more outperform votes than Franklin Systematic Style Premia ETF when rated by MarketBeat users. And this might seem normal given that most of the world's largest and most innovative growth and technology companies reside in the good, ol' U.S. of A. As a global manager of managers, we build portfolios for individual and institutional clients, through either direct work with clients or through financial advisors and planners. Closed end funds are subject to management fees and other expenses. When you purchase through links on our site, we may earn an affiliate commission. The 10-year Treasury bond has paid less than its 2-year cousin for many months and counting. Read more. * Includes 1.50% in management fees, 0.28% in other expenses and 0.50% in interest expenses. That same leverage also allows closed-end funds to sport some of the highest yields you're likely to find. At year-end 2021, 461 closed-end funds had total assets of $309 billionan increase of 9.8 percent from year-end 2020. The CEF is also structured so that the underlying bonds it owns should be approaching maturity by 2030, further reducing the risk of price declines due to rising yields. NY 10036. Why are REITs cheap again? TEAF's quirkiness has contributed to it perpetually trading at a deep discount to NAV. When you want to sell, the manager will sell a small amount of assets to cash you out. Here are five of the best-paying closed-end funds to buy for 2023 - and one fund trading at a juicy discount. David Swift is organizing this fundraiser on behalf of Mark Graydon. If you decide to subscribe to a newsletter, resolve to stick with it for at least two or three years. The Fund's current fiscal year began on November 1, 2022 and will end on October 31, 2023. 2.01% or more. Use the newsletter as the best source for self-directed investing and for building your own income securities portfolio. These five stocks are selling at attractive valuations today. And I was hungry after coaching and refereeing eight periods of second-grade basketball. Scott Letter: Closed End Fund Report: Jun '95: Sector Funds Newsletter: Jul '96: Sector GPS: Mar '15: Sound Advice: Jul '15: Sound Mind Investing: A self-directed IRA can make sense in some situations, but investors must also understand the drawbacks. ET for options on the SPX and SPXw (SPX Weeklys and SPX End-of-Month) and Sunday 5 p. Today's volume of 9,078 shares is on . With that in mind, I list my four favorite letters below. * Closed-end funds may offer the potential for higher regular income than other types of investment products because of their distinct structure and ability to use leverage. Published 3 March 23. Closed-end funds often sell at massive discounts to net asset value (NAV). Monday-Saturday: 12:00pm-6:00pm Sunday: Closed *except on show days* 805. surgical instruments importers in russia city of euless water. There are several types of closed-end funds with unique . NY 10036. - Returns, default-rates, and new-issue volumes have often been outside the range of Wall Street analysts highest and lowest forecasts. 2023 Closed-End Fund Association, Inc. All Rights Reserved | Developed and Managed by SGI, Thornburg 2023 Outlook: CEO's Perspective, Thornburg 2023 Outlook: Global Fixed Income, Cohen & Steers: 3 Reasons to Consider Preferreds When Rates are Rising, Cohen & Steers: Strong Foundations The Case for Real Estate Securities, New York Life: MEGI Quarterly Conference Call, OFS Credit Company Declares Common Stock Distribution, BlackRock Multi-Sector Opportunities Trust II Announces Distribution, BlackRock Multi-Sector Opportunities Trust Announces Distribution, Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds, Distribution Dates and Amounts Announced for Certain BlackRock Closed-End Funds, Angel Oak Financial Strategies Income Term Trust Declares March 2023 Distribution, BNY Mellon Municipal Bond Closed-End Funds Declare Distributions, Virtus Total Return Fund Inc. Steve Goldberg (opens in new tab) is an investment adviser in the Washington, D.C., area. You are invited to visit LLFAs New York City office. Probiotics, And More Supplements From Nature's Way Thanks Lora New offer Only Free Stuff Newsletter Subscribe and get only new Free Stuff and Free Samples faster and more reliably!Home / Uncategorized . We already covered the Ecofin Sustainable and Social Impact Fund (TEAF (opens in new tab)), which has a liquidation date in 2031. See locating the leverage status using the closed-end fund screener for more information. Not many people know this, but you can actually magnify the return of a regular stockjust by holding it through a closed-end fund (CEF)! Daily index market price and net asset value pricing. You should not draw any conclusions about the Fund's investment performance from the amount of this . Be careful, or you could be a big loser. Over the last 10 years, the ISI Model Portfolios have delivered high current income and protected investors principal. 2.00% or less. The fund manages this risk by holding a first-lien position in 80% of the portfolio. So via PHYS, you can buy gold at a modest discount to market prices. How much leverage, if any, does the fund use. 23 minutes ago: New Press Release: Thornburg Income Builder Opportunities Trust Announces Distribution 52 minutes ago: New Press Release: CEFA's Free BDC Universe Data Page: providing the first central location that we know of, for key BDC data on all US listed public business development companies (BDCs). It just goes to show that being famous isnt enough to have true financial freedom. 10 wheat producers). . Get stock market quotes, personal finance advice, company news and more. But in picking the four best fund newsletters for you, the investor, Ive also considered other factors. The letter costs $100 a year. Shares can be bought . If a newsletter doesnt give logical reasons for recommending some funds over others, youre unlikely to stick with it. That's right: I'm talking about a . Total Assets of Closed-End Funds Were $309 Billion at Year-End 2021 The discount to NAV is one of the most appealing aspects of closed-end funds. ESG Learn more about TEAF at the Ecofin provider site. As befits a newsletter that recommends Vanguard funds, Wiener eschews market timing and, on average, holds funds nearly four years. Once issued, the shares then trade on the secondary market between individual investors. So, apart from the potential gains due to the underlying bonds rising in value and from the tax-free dividend, we should enjoy a nice kicker as the fund's share price approaches NAV at liquidation. Closed-End Fund Advisors, Inc. is an SEC Registered Investment Adviser. The firm's index project can be monitored via: www.cefdata.com/index. Forty cents. As an associate editor and then senior associate editor, he covered mutual funds for, How to find a Tax Preparer: What to look for in a tax professional, Morningstar Fund Ratings Adopt a Stricter Curve, Market Timing: The Importance of Doing Nothing, Commission-Free Trades: A Bad Deal for Investors. Learn more about ETG at the Eaton Vance provider site. Even at the high end, we're talking about an annual income stream of just $30,000--and that . Leverage magnifies returns, both positively and negatively. Buy Marijuana Stocks Now? SEC Form CRS: Relationship Summary Here's what the experts suggest. A closed-end fund trades on an exchange like a stock. Founded in 1984, Thomas J. Herzfeld Advisors, Inc. is a boutique alternative investment firm focused exclusively on the closed-end fund market. Master Limited Partnership (MLP) Index, 5. CEFA's primary business is discretionary asset management. This was certainly the case during the last bear market in tech. The potential returns here look juicy, which is why JQC is one of the best closed-end funds to buy. Newsletters Issue Date of Most Recent Profile . Closed-end funds (CEFs) are a relatively under-followed type of investment that often provide high income yields. If you like muni bonds, you should love muni-bond CEFs. - Here's why we're likely to look back on this as a good time to have increased exposure to income securities. * Includes 1.41% in management fees, 0.33% in additional expenses, 1.34% in interest expenses and 0.01% in income tax expenses. Site contents document.write(new Date().getFullYear()) BNK Invest, Inc. Site design document.write(new Date().getFullYear()) Erie Eyrie Software. (opens in new tab), Dogs of the Dow 2023: 5 Dividend Stocks to Watch. Steve has been writing for Kiplinger's for more than 25 years. A closed-end fund ("CEF") is a type of mutual fund where investors pool their money and a professional money management team oversees the portfolio by selecting the underlying stocks, bonds, and other securities. Muni-bond CEFs have the same problem that many equity CEFs have. That's not a bad gig. But that's where the similarities stop. Learn more about EMO at the Clearbridge provider site. Investors overly negative take on these essential dividend plays makes zero sense because: The result? In these cases, they're effectively worth more dead than alive! Next: PIMCO Dynamic Income Fund (ticker: PDI) 1 / 10 Credit PIMCO Dynamic. Weekly Closed-End Fund Roundup: February 12, 2023. One of the many tools in the passive income investor's toolkit is the Closed-End Fund (CEF). Costs of Off-Site Work Events Can Rise If Employees Misbehave, The Best REIT Stocks to Buy Now (or Hold), Coca-Cola (KO) Exceeds Earnings Estimates, but Here Are the 5 Best Consumer Staples Stocks to Buy Now, Biden's Inflation Reduction Act: Investing Winners and Losers, 12 REITs Flaunting Fast-Growing Dividends. After all, more time, more things that can go wrong. Here are some of the best picks for 2023. Like Buying Microsoft, But With a 6% Dividend (Paid Monthly). The fund's managers will make investment decisions in accordance with the stated investment objectives of the fund. But either way, it makes sense to own a little real estate, and JRS is a smart way to do so. John Cole Scott talks about 'Closed-end fund 2.0' and how it is off to a strong start, The NAVigator. The market changed last year, however, as the Fed's pivot to a more hawkish monetary policy drove investors out of flashy growth stocks and into more staid value names. Yeah buddy, I replied to one of my players, slice still in hand. They are like ETFs in the sense that they trade throughout the day on the major exchanges. At its most fundamental level, a CEF is an investment structure (not an asset class), organized under the regulations of the Investment Company Act of 1940. Following the dot-com crash of 2000-2002, European stocks performed exceptionally well as investors fled the growth-centric U.S. market and rotated into the more value-centric European markets. His five portfolios hold funds an average of 1 years. With a recession likely at some point, were going to focus our attention today on recession-resistant dividend stocks. * Includes 1.06% in management fees, 0.08% in other expenses and 0.44% in interest expenses. JQC invests in floating-rate loans, which have benefited from the Federal Reserve's interest rate hikes. Direct: 804-288-2482 A CEF is a type of investment company whose shares are traded on the open market, like a stock or an ETF. Published 16 December 22. REITs are a fine way to get exposure to real estate. I discuss both raw and risk-adjusted returns below. - Crude prices down, energy stocks up. Similarly, youre not likely to stay with a newsletter thats hard to understand and whose recommendations are hard to implement. A closed-end fund, or CEF, is an investment company that is managed by an investment firm. John Cole Scott: Expect the weak to get stronger in 2023, The NAVigator. EMO allows you to get access to some of the biggest and best names in the MLP space without all the irritating tax complications. As with their mutual fund cousins, CEFs are pooled investment vehicles that hold portfolios of stocks, bonds or other assets. When investors buy or sell shares, no new shares are issued. That came straight from the companys $10-billion investment in OpenAI, ChatGPTs developera move that paid off: Microsoft has its search-engine game back after Bing spent the last decade in the dumpster with 90s throwbacks like AskJeeves and Yahoo. Read more. A dollar invested in the ICE BofA US Corporate Index over the same period would be worth only $1.22. We highlighted a few closed-end funds in February. Closed-end funds, or CEFs, have been around for more than 100 years. Visit our corporate site. Investors acquire shares of a fund on a securities exchange at market value. All viewers agree that under no circumstances will BNK Invest, Inc,. price as of 01/23/2023 (YTD) $10.11 + 1.30 %. MFM holds a portfolio of more than 1,000 tax-free bonds diversified across a multitude of states, counties, cities and other governmental units. The letters recommendations have been one-third less volatile than the S&P index, helping propel InvesTech to the number-two ranking in Hulberts universe on a risk-adjusted basis. Debt-Focused Business Development Companies (BDC) Index, In the Nasdaq. (opens in new tab). All else equal, this should benefit European stocks, as European stock markets tend to be full of older, more traditional value stocks. These are nine of the best REITs to buy and hold in the new year. And the MFS Municipal Income Trust (MFM (opens in new tab), $5.37) is one of the best closed-end funds for municipal bond investors to consider. Which was no bueno for income investors, who buy CEFs solely for their dividends. It's not even clear you should do that if you expect interest rates to continue rising. A comparison by current income volatility, safety of dividend, impact of M&A activity, and more. It targets a $25 net asset value at the end of its term, and the fund trades at a deep 8.0% discount to NAV. Announces Notification of Sources of Distributions, BrandywineGLOBAL - Global Income Opportunities Fund Inc. (opens in new tab). Money is always coming and going, and there's no hypothetical limit to the amount of new money a popular fund can take in and invest. - Marty Fridsons presentation at the CFA Society of New Yorks 31st High Yield Bond Conference describes a variety of quantitative methods currently being employed in high yield investment management. Does the fund have some psychological or time-saving benefit that makes it preferable to owning an index? Closed-End Fund News and Analysis | Closed-End Fund Center Fund Market Insight Report: January 2023 Tom Roseen, Head of Research Services with Refinitiv Lipper provides his latest monthly review of closed-end funds. But when bond yields surged last year and bond prices collapsed REIT prices also fell in sympathy. Published 8 March 19. (opens in new tab). In terms of absolute returns, the letter ranks sixth on Hulberts list; on a risk-adjusted basis, it ranks fifth. Whaaa?!? John Cole Scott: "Rate uncertainty creates values in muni bonds", The NAVigator. Key Points. Food stocks have been hit hard this yearand we contrarian dividend shoppers can no longer ignore the bargains on offer! Like stocks, CEFs debut via an initial public offering, or IPO, where the fund manager issues a fixed quantity of shares. Count us careful contrarians cautious! As market. John Cole Scott talks about the search for funds in today's 'painful, ugly shocking' closed-end environment, The NAVigator. Thanks to the work of Mark Hulbert, editor of the Hulbert Financial Digest (opens in new tab), who has been painstakingly tracking newsletter recommendations for 34 years, its possible to separate the gold from the dross. From 2008 to 2021, the U.S. was the unquestioned leader of the global bull market. Kiplinger is part of Future plc, an international media group and leading digital publisher. Many of . Over those years, the letter ranks number three among the 25 fund letters Hulbert has followed that long. The indexes will be rebalanced quarterly. Crypto is going (a bit) crazy and meme stocks (of all things) are back. The interest from bonds issued by state or local governments is generally tax-free at the federal level. - TEASER: 10-minute video: Is the credit market signaling recession? Discounts, however, are another story. Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail. Copyright 2006-2023 Closed-End Fund Advisors, Inc. All rights reserved. Mr. Fridson holds an MBA from Harvard, is a Chartered Financial Analyst, and is past president of the Fixed Income Analysts Society. I have been using your newsletter for years to generate retirement income and have been very happy with the results., I have appreciated your newsletters this past year and will continue subscribing. Finally, food! ALL FUND ADVISORS 1WS Capital Advisors LLC Aberdeen Asset Mgmt (Aberdeen Standard) Abrdn Asia Ltd abrdn Investments Ltd Adams Express Company Advent Capital Management LLC AllianceBernstein LP Allianz Global Investors US LLC Allspring Funds Management LLC Alpha Growth Management LLC . A few of its biggest holdings are solid pipeline firms Energy Transfer (ET (opens in new tab)), Enterprise Products Partners (EPD (opens in new tab)) and MPLX (MPLX (opens in new tab)). But BTT is a good place to park cash for the rest of this decade to get a competitive, tax-free yield. And here's where the fun starts. So how does our CEF gain magnifier work? Up to nine recommendations for bonds, preferreds and convertibles each month. Saba Closed-End Funds ETF (CEFS) Distribution Yield: 9.1% 3-Year Average Annual Return: 13.0% CEFS is an actively-managed ETF that seeks to generate high income by investing in closed-end. CEFAdvisors is proud to be a Founding Member of The Active Investment Company Alliance. The 3 Best Closed End Funds Of All Time (Paying Up To 8.6%) More From Forbes Feb 21, 2023,09:38am EST Financial Freedom Is 1 Click Away (Thanks To These 9%+ Dividends) Feb 20, 2023,11:20am EST. 02 Higher potential income and return Lowell wins special kudos for performing well even though he limits his picks to Fidelity funds, which have been only so-so performers in recent years. Instead, the fund periodically offers to buy back a percentage of outstanding shares. A few weeks back, bond giant PIMCO trimmed a bunch of payouts from its closed-end funds (CEFs). That was pretty specific. Read more. By Steven Goldberg That means we're getting a massive discount on an already cheap sector. He was named #1 in his category for nine consecutive years on the Institutional Investor All America Research Team. UITs are trust funds with a set number of shares and end dates. Updates on interest rate trends and where opportunities appear. - Marty Fridson spoke on inflation, interest rates, and income at the recent MoneyShow Virtual Expo. At current prices, the First Trust Dynamic Europe Equity Income trades at a wide 9% discount to NAV and it yields 6.8% in dividends. How does its current price compare to its NAV? Companies launch closed-end funds when going public to raise capital. Better still, were going to get in at an unheard-of 13% discount! Today, we're going to take a look at the 10 best CEFs for 2023. When you want to invest, you or your broker sends cash to the fund, and the manager takes that fresh cash and uses it to buy assets. Adams Diversified Eq Inc (ADX) N: 17.92: 15.24-15.-8.5: Central Secs (CET)-c : A: 41.99: 35.04-16.6 A close-ended fund is a kind of mutual fund that pools resources from numerous investors through issuance of New Fund Offer (NFO). Heres how to avoid that fate. Published 11 November 19. investing BlackRock Enhanced Government Fund ( EGF) holds about 36% Treasuries and nearly 50% government-backed securities, currently yielding 3.76% using only 13.66% leverage and an options-overlay . Closed-End Fund Advisors ("CEFA") is a fee-based Registered Investment Advisory firm founded in 1989. Contrarian Income Report. Over the past 15 years, the letters portfolios have returned an average of 7.2% annualized, beating the S&P 500 by 2.7 percentage points per year and doing so with 15% less volatility than the index. 2022 was a tough year for real estate investment trusts (REITs). But after years dealing with brutal competitive conditions, the energy infrastructure sector is the leanest and best capitalized it's been in living memory. All Closed-End Funds Income Solutions Fund Opportunistic Credit Fund Yield Opportunities Fund Exchange-Traded Funds DoubleLine's ETF Offerings Opportunistic Bond ETF Shiller CAPE U.S. Equities ETF Fund Documents Strategies Strategies Fixed Income Core Plus Fixed Income Flexible Income Floating Rate Infrastructure Income Income ClearBridge MLP and Midstream, which is leveraged about 34%, can be a volatile fund. Example of a Closed-End Fund . His mix of fundamental and technical indicators strikes me as well thought out. 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