FOF Vs. CEFS: One Of These Funds Is Delivering Alpha, The Other Is Just Hedges

2026-02-03 09:02:09 ET

Investment thesis

Recently, while researching closed-end funds, my attention was drawn to Cohen & Steers Closed-End Opportunity Fund Inc ( FOF ), described in detail by Steven Bavaria . For me, one of the main takeaways was that this closed-end fund, with a portfolio made up of different funds, had a Total Return of over 12% in the last month. These are impressive results in the current market cycle, with the asset's dividend yield at 7.04%, around the median for the CEF sector. It raises the question: why is this fund so effective right now, or if you consider it for your income-oriented portfolio, then what assets can compete with it for investor capital?...

Read the full article on Seeking Alpha

For further details see: