CEF Tools:
- cefanalyzer.com - This heat map is an excellent way to gauge the entire CEF space by sector and to spot bargains with the z-score filter.
- cefconnect.com - CEF gateway run by nuveen. Provides:
- general education
- filters/portfolio
- historic z-score graphs, dividend history
- alerts based on z-scores
- cefdata.com - extremely slow site but useful to see historic coverage/UNII ratios
- dividend calculator (not CEF only) but useful particularly with CEF analysis
Fund Filters (Relisting for convenience)
- https://www.cefconnect.com/closed-end-funds-screener - the most easy to use out of the bunch
- https://cefdata.com/screener/
- Fidelity (Under Research-->Stock Screeners-->CEF tab)
Other Sites
- seeking alpha CEF analysis- SA has the biggest CEF investor community with contributors that specialize predominantly in CEFs
- Best
- ADS Analytics - Deeper systematic quantitative analysis of CEFs, one of the few that does comparative analysis across vehicles. ADS has unique insightful articles that go deeper in to topics such as this leverage article.
- Recommended reads:
- alpha gen capital - CEF space
- Stanford Chemist
- Arbitrage Trader - thorough analysis for preferred share IPO, baby bonds
- Dividend Seeker
- Warnings for high dividend chasers, be weary of the following authors
- Michael Foster
- HDO- they tend to recommend more risk than I find prudent for retirement
- cefa.com - general industry news
- classification list is useful for income only yield vs distribution yield. The classification you can visualize in heat map
- cefadvisors
- sponsor sites - obviously slanted toward selling CEFs but still useful basic information abound
- Blackrock CEF (requires login, free)
- UNII for taxable - note they no longer provide this for individual investor
- UNII for tax free
- Cohen & Steers Knowledge Center
- Eaton Vance
- Nuveen
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