Closed-End Fund Advisors, has designed this webinar session in order to educate current clients and prospective client of our weeky CEF Universe report. Before you attend, we reccomend printing a copy of our sample report (which includes page 1 of the 16 data pages. You are encouraged to sign up for the 14-day risk free trial at www.cefadvisors.com to have access to our live data/full report during the session.
The session will cover:
1. Why we designed the CEF Universe report
2. How the report fits into your use of other CEF resources
3. How to access the report
4. Overview of the 26 data ponts covered and how they are calculated
5. Specific examples of using the report to compare and analyze; a US equity fund, a non-US equity fund, a taxable bond fund, and a national muni bond fund.
6. The ability to ask questions during the presentations and have them answered during the sesison.
Once you register for this session, you will recieve the URL to attend the session, the phone number to call in and listen (or use your computer speakers) and the meeting ID. Remember to mark this event on your calendar so you don't miss this valuable opportunity.
Highlights of CEFA's
Closed-End Fund Universe Report
|1.||Of the 26 data points covered, unique key data points include:|
|1-Year Standard Deviation|
|UNII & Relative UNII (Undistributed Net Investment Income)*|
|Unrealized Capital Gains as a Percentage of NAV*|
|Percentage of Leverage|
|Current & 52-Week Average Discount/ Premium|
|52-Week Relative Price*|
|50-Day Moving Average Relative Price*|
|Average Daily Trading Amount in USD (liquidity)*|
|1-Week, Year-to-Date and 12-Month Market Performance|
|1-Week, Year-to-Date and 12-Month NAV Performance|
|2.||Accurate and detailed groupings of CEF equity funds in three main categories:|
|U.S. Equity Funds (five subgroups)|
|Non-U.S. Equity Funds (11 subgroups)|
|Specialty Equity Funds (10 subgroups)|
|3.||Accurate and detailed groupings of CEF bond funds in three main categories:|
|Taxable Bond Funds (17 subgroups)|
|Non-Taxable National Bond Funds (8 subgroups)|
|Non-Taxable Single State Bond Funds (26 subgroups)|
While seating is limited, you are welcome to forward this invitation on to a friend, neighbor or colleague.
More information: www.cefadvisors.com/universe.html
|*||These data points are only available through our data partner and are exclusive to our weekly service.|
|**||Complete credit card information required by PayPal for 14-day, no-risk trial.|
Closed-End Fund Advisor's CEF Universe Webinar: Introduction and Q&A The World Wide Web, Richmond VA
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