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FURTHER READING
Closed-end fund commentary 1Q 2025
April 2025 | 3 minsClosed-end funds had a market-price return of 3.14% in the first quarter, as measured by the S-Network All Taxable ex- Foreign plus Capped Muni CEF Index1 . By comparison, the S&P 500 Index2 and the Bloomberg U.S. Aggregate Bond Index3 had total returns of –4.27% and 2.78%, respectively.

Tax-smart income alternatives
Strategies with inherent tax efficiencies may help investors diversify sources of income and potentially keep more of what they earn.

3 Reasons to own real assets today
A diversified blend of real assets can potentially play a vital role in the new regime of higher inflation, higher rates and increased market volatility.