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  • Volatility Periods of volatility in the stock market are not uncommon and may present opportunities to closed-end fund investors, says Maury Fertig of Relative Value Partners.

  • Challenge Maintaining the connection between investors and their advisors presents a key financial challenge, says Sean Walters of the Investments & Wealth Institute.

  • Income Income seekers may want to consider a range of investment products, including closed-end funds, says Mitchell Goldfeld of RPg Family Wealth Advisory.

Closed-end fund historical distribution sources have included net investment income, realized gains, and return of capital. For more detailed information on the distributions of a specific fund, please visit the sponsor's website.

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