Resources

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Research

2024 Investment Company Fact Book: US Closed-End Funds (pdf)

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FAQ

Closed-End Funds and Their Use of Leverage: FAQs

This document contains FAQs about CEFs, including information related to failed auctions for auction...
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Guide

A Guide to Closed-End Funds

This guide includes an overview of the types of closed-end funds and how they operate. However, each...
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One Pager

Closed-End Fund Activism (pdf)

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Perspective

The Closed-End Fund Market, 2023 (pdf)

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Perspective

Supplemental Tables: The Closed-End Fund Market, 2023 (xlsx)

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News Release

Closed-End Fund Activism Surges, Shows Need for Congressional Action

May 14, 2024—ICI’s latest research shows that the number of traditional closed-end funds (CEFs) has...
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News Release

ICI Thanks House for Protecting Closed-End Fund Investors

March 7, 2024—Today, ICI President and CEO Eric Pan released the following statement after the House...
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Comment Letter

ICI Letter Supporting Three Bipartisan Amendments to Help Americans Save for Retirement

March 5, 2024—The Investment Company Institute (ICI) expresses our strong support for three...