Closed-end fund research

Our Closed-End Fund Research department provides information and recommendations on more than 600 closed-end funds available to investors.

Advisors at Raymond James receive closed-end fund quarterly performance reports that provide updated performance statistics, portfolio breakdowns, asset allocations and more. You can even create a list of closed-end funds that interest you and our analysts will automatically email updates on those particular funds. As an added resource, the closed-end fund Research Literature Line offers Wiesenberger and Morningstar Principia reports, article reprints, client-approved marketing pieces and monthly commentaries.