Advanced
Term funds and target term funds
A term structure provides an intended endpoint. The governing documents determine what happens at that date and whether it can change.
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Closed End Funds Investment Guide
Understand closed end funds, investigate discounts and distributions, and build a disciplined research process. Follow eight stages from ownership and market pricing to portfolio construction and advanced analysis.
Start with What you own in a closed end fund, then follow the next lesson links. Explore 32 lessons with worked examples, exercises and further reading.
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Term structures · All lessons
Fund Structures and Corporate Actions
Evaluate rights offerings, tenders, term funds and less liquid structures.