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ABC’s Of Interval Funds: An Introduction to Closed-Ended Interval Funds

Interval funds (iCEFs) are growing in popularity as an alternative investment vehicle. The SEC officially authorized iCEFs in 1992 as a best of both world’s alternative to closed-ended and open-ended funds. iCEFs had a slow start, the second iCEF wasn’t created until 2001 and the third fund formed in 2005. The structure is a small (0.1%) portion of the overall multitrillion dollar fund industry. However, iCEFs are growing assets quickly, in the 50% range annually with 42 current funds with a combined $28.52B in AUM as of August 31, 2018. This compares to CEF/BDC listed AUM of $280 billion in 564 funds according to Read more…

Chuck Jaffe MoneyLife “Market Call” Interview of John Cole Scott, CIO at CEF Advisors on October 1, 2018.

MoneyLifeliveJohn Cole Scott was interviewed by Chuck Jaffe on Money Life on October 1, 2018. Click here to listen to John discuss the following Tickers:
AEF, DNI, EXD, GHY, KTF; during “Hold It or Fold It:” BIF, GOF, JPC, CCD, FMO

Click HERE to stream the audio from this interview or
right click HERE to download the file and listen another time.

MoneyLife host Chuck Jaffe is senior columnist for MarketWatch. His weekly columns are syndicated nationally, and his “Your Funds” column is the most widely read feature on mutual fund investing in America. He is also the host of “Money Life with Chuck Jaffe,” a weekday radio show/podcast. In 2009, Chuck was named to MutualFundWire’s list of the 40 Most Influential People in Fund Distribution, the only journalist ever to make the list. Learn more on their website:

Check Out the SmartTrust CEFA Select BDC Trust strategy video

Smartrust ImageClick on the link and on the thumbnail to hear John Cole Scott’s analysis on SmartTrust’s CEFA Select BDC Trust strategy video.



Click on the link below

Check Out John Cole Scott’s Appearance on The Street’s Webcast “Why Closed-End Funds Could Deliver a Powerful Income Portfolio Boost”

Click on the link below to listen to CEFA’s John Cole Scott give his insights on The Streets September JCS-Street-2016-0417, 2018 webcast titled “Why Closed-End Funds Could Deliver a Powerful Income Portfolio Boost”.

Check Out CEF Advisors’ Latest Webinar “The ABCs of BDCs and Closed-End Funds” from August 28, 2018

John Cole Scott held the latest “ABCs of BDCs and Closed-End Funds” webinar on Tuesday, August 28, 2018. Check out the replay or view the slides to hear John talk about: ABCs of BDCs Intro Slide 8282018

1. How to balance the risk/reward for CEFA’s Trifecta Analysis: discount capture, sustainable dividends and manager performance (NAV total return).
2. Current and historical trends for the universe of 600 funds.
3. How to build a hypothetical taxable and IRA account using the funds.

For a replay of the webinar please click here:

To see the slides from the webinar please click here:

See John Cole Scott Quoted in Kiplinger’s article ” 3 Ways to Earn 5% to 9% from Closed-End Funds”

John Cole Scott was just quoted in a May 10, 2018 Kiplinger article by Tom Petruno titled Kiplinger red logo“3 Ways to Earn 5% to 9% from Closed-End Funds”. Click on the link below to see what John had to say.


Click here to read article (subscription may be required):


Read John Cole Scott’s insights in Seeking Alpha Article Titled “What’s So Great About CEF Investing – Author Interviews”

Click on the link below to see John Cole Scott’s answers to the following questions presented in a recent Seeking Alpha Article. Seeking Alpha Logo

  1. Do you use closed-end funds for growth or for income?
  2. Based on your personal experience, what has been the biggest benefit that investing in CEFs has provided?
  3. Based on your experience, what has been the biggest drawback?
  4. If you had to explain to an acquaintance in just two or three sentences why you invest in CEFs, what would you say (i.e. what would be your “30-second commercial” for CEF investing?)?

Click here for the article (note: subscription may be required):