CEFs

Closed-End Funds (CEFs) are mutual funds that issue a fixed number of shares through an IPO. Hundreds of CEFs are available on YCharts across 175 distinct fund families domiciled in the US.

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Track Performance by Style

The Performance by Style module provides a holistic view of AUM and the performance of each Style Category in relation to other categories. Choose between Equity or Fixed Income style boxes depending on what’s most relevant to your portfolio strategy.

Understand the Biggest Gainers & Losers

The Performance by Broad Asset Class and Category modules highlight the CEFs with both the highest and lowest returns on a percentage basis over a defined time frame. Users can choose which categories are shown as well as define the period they’d like to see. This provides investors with a quick glance at the leaders and laggers for each respective category without needing to get into the weeds.

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