Closed-end fund

Closed-end fund

Topic

Heard in 1 episode across 1 show since Aug 2026

A closed-end fund is an investment vehicle that raises a fixed amount of capital through an initial public offering (IPO) and then lists its shares for trading on a secondary market. Unlike open-end mutual funds, it does not issue or redeem shares on a daily basis, meaning its share price is determined by market demand and can trade at a premium or discount to its net asset value (NAV).

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Episodes

1
across 1 show

First heard

Aug 2026

Expert statements

2
2 positive

Episodes per month

Public PodLume episodes featuring it, over the last year.

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What experts have said about Closed-end fund

2 statements · 2 positive

  1. Sangeeta MarfatiaPositiveSep 21, 2026· UBS On-Air: Market Moves

    Covered preferred closed-end funds trade at unusually cheap discounts.

    “these discounts, when you look at 52-week or two-year average, they are cheapest at this point”

    Listen at 12:51

    Open the episode · CIO Fixed Income Roundtable Podcast Series
  2. Sangeeta MarfatiaPositiveSep 21, 2026· UBS On-Air: Market Moves

    Preferred closed-end funds make sense for investors in higher tax brackets.

    “these definitely make sense for people who are in the higher income tax bracket”

    Listen at 13:21

    Open the episode · CIO Fixed Income Roundtable Podcast Series
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Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

1 episode featuring Closed-end fund, newest first