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First Trust Specialty Finance and Financial Opportunities Fund

First Trust Specialty Finance and Financial Opportunities Fund logo
Market Cap: Lowest
Employees: Not Available

First Trust Specialty Finance and Financial Opportunities Fund

The First Trust Specialty Finance and Financial Opportunities Fund is a closed-ended equity mutual fund that invests in the public equity markets of the United States, focusing on specialty finance and other financial sectors. Managed by First Trust Advisors L.P. and co-managed by Confluence Investment Management LLC, it aims to invest in value stocks, Business Development Companies, REITs, and mortgage-related securities.

Tags: BDCs, REITs, closed-ended mutual fund, equity markets, specialty finance, value stocks

Symbol: FGB

Recent Price: $4.26

Industry: Asset Management

CEO: James M. Dykas

Sector: Financial Services

Employees: N/A

Address: 120 East Liberty Drive, Wheaton, IL 60187

Phone: 630-765-8000

Last updated: 2024-12-31

Templeton Emerging Markets Fund

Templeton Emerging Markets Fund logo
Market Cap: Low
Employees: Not Available

Templeton Emerging Markets Fund

Templeton Emerging Markets Fund is a closed-ended equity mutual fund launched by Franklin Resources Inc. and managed by Templeton Asset Management Ltd. It invests in emerging market equities globally, focusing on value stocks with potential for long-term earnings, asset value, and cash flow.

Tags: Emerging Markets, Equity Mutual Fund, Investment, Value Stocks

Symbol: EMF

Recent Price: $11.98

Industry: Asset Management

CEO: Mr. Rupert Harris Johnson Jr.

Sector: Financial Services

Employees: N/A

Address: 7 Temasek Boulevard, Singapore, null 038987

Phone: 65 6241 2662

Last updated: 2024-12-31

Tekla Life Sciences Investors

Tekla Life Sciences Investors logo
Market Cap: Medium
Employees: Not Available

Closed-ended equity mutual fund

Tekla Life Sciences Investors is a closed-ended equity mutual fund that invests in public equity markets globally, focusing on the life sciences sector, including biotechnology, pharmaceuticals, and healthcare industries. The fund emphasizes growth stocks of small cap companies, using fundamental analysis for investment decisions.

Tags: biotechnology, equity mutual fund, growth stocks, healthcare, life sciences, pharmaceuticals, small cap companies

Symbol: HQL

Recent Price: $13.14

Industry: Asset Management

CEO: Dr. Daniel R. Omstead M.S, Ph.D.

Sector: Financial Services

Employees: N/A

Address: 100 Federal Street, Boston, MA 02110

Phone: 617 772 8500

Last updated: 2024-12-31

Tortoise Energy Independence Fund, Inc.

Tortoise Energy Independence Fund, Inc. logo
Market Cap: Lowest
Employees: Not Available

Tortoise Energy Independence Fund

Tortoise Energy Independence Fund, Inc. is a closed-ended equity mutual fund investing in the North American public equity markets, focusing primarily on the energy sector. Managed by Tortoise Capital Advisors L.L.C., the fund employs a bottom-up stock picking approach using various analysis factors.

Tags: Energy Sector, Equity Investment, Mutual Fund, North America, Public Markets

Symbol: NDP

Recent Price: $40.40

Industry: Asset Management

CEO: Mr. Terry Clyde Matlack CFA, J.D.

Sector: Financial Services

Employees: N/A

Address: 6363 College Boulevard, Overland Park, KS 66211-1938

Phone: 913 981 1020

Last updated: 2024-12-31

Tortoise Energy Infrastructure Corporation

Tortoise Energy Infrastructure Corporation logo
Market Cap: Medium
Employees: Not Available

N/A

Tortoise Energy Infrastructure Corporation is a closed ended equity mutual fund launched and managed by Tortoise Capital Advisors L.L.C. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating in the energy infrastructure sector, with an emphasis on those companies that are engaged in transporting, processing, storing, distributing or marketing natural gas, natural gas liquids (primarily propane), coal, crude oil or refined petroleum products, or exploring, developing, managing or producing such commodities. The fund primarily invests in securities of publicly traded Master Limited Partnerships and stocks of companies having a market capitalization greater than $100 million. Tortoise Energy Infrastructure Corporation was formed on October 29, 2003 and is domiciled in the United States.

No tags available.

Symbol: TYG

Recent Price: $41.97

Industry: Asset Management

CEO: Mr. Terry Clyde Matlack CFA, J.D.

Sector: Financial Services

Employees: N/A

Address: 6363 College Boulevard, Overland Park, KS 66211-1938

Phone: 913 981 1020

Last updated: 2024-12-31

Coterra Energy Inc.

Coterra Energy Inc. logo
Market Cap: Highest
Employees: Medium

Oil and Gas Exploration and Production

Coterra Energy Inc. is an independent oil and gas company engaged in the development, exploration, and production of oil, natural gas, and natural gas liquids primarily in the United States, focusing on key areas like the Marcellus Shale and the Permian Basin.

Tags: Anadarko Basin, Marcellus Shale, Permian Basin, exploration, gas, oil, production

Symbol: CTRA

Recent Price: $25.52

Industry: Oil & Gas Exploration & Production

CEO: Mr. Thomas E. Jorden

Sector: Energy

Employees: 894

Address: Three Memorial City Plaza, Houston, TX 77024

Phone: 281 589 4600

Last updated: 2024-12-31

BlackRock Energy and Resources Trust

BlackRock Energy and Resources Trust logo
Market Cap: Medium
Employees: Lowest

Black Rock Global Energy and Resources Trust

A closed-ended equity mutual fund launched by Black Rock, Inc., investing in global public equity markets with a focus on energy and natural resources sectors.

Tags: Black Rock, energy, equity, investment, mutual fund, natural resources

Symbol: BGR

Recent Price: $12.51

Industry: Asset Management

CEO: Mr. Charles Choon Sik Park

Sector: Financial Services

Employees: 0

Address: 55 East 52nd Street, New York, NY 10055

Phone: 212 810 5300

Last updated: 2024-12-31

DTF Tax-Free Income 2028 Term Fund Inc.

DTF Tax-Free Income 2028 Term Fund Inc. logo
Market Cap: Low
Employees: Lowest

Tax-Free Income Mutual Fund

DTF Tax-Free Income 2028 Term Fund Inc. is a closed-ended fixed income mutual fund, managed by Duff & Phelps Investment Management Co. and launched by Virtus Investment Partners, Inc. The fund invests primarily in tax-exempt utility obligations across various sectors in the United States.

Tags: fixed income, investment, mutual fund, tax-free, utilities

Symbol: DTF

Recent Price: $11.17

Industry: Asset Management - Income

CEO: Mr. Nathan Ivey Partain

Sector: Financial Services

Employees: 0

Address: 200 South Wacker Drive, Chicago, IL 60606

Phone: 312-263-2610

Last updated: 2024-12-31

Eagle Point Credit Company Inc.

Eagle Point Credit Company Inc. logo
Market Cap: Medium
Employees: Not Available

Closed Ended Fund

Eagle Point Credit Company Inc. is a closed ended fund, investing in fixed income markets of the U.S. with a focus on equity and junior debt tranches of collateralized loan obligations.

Tags: Closed Ended Fund, Collateralized Loan Obligations, Fixed Income, Investment, U.S. Markets

Symbol: ECC

Recent Price: $9.70

Industry: Asset Management

CEO: Mr. Thomas Philip Majewski CPA

Sector: Financial Services

Employees: N/A

Address: 20 Horseneck Lane, Greenwich, CT 06830

Phone: 12038623150

Last updated: 2024-11-08

Eaton Vance Tax-Managed Diversified Equity Income Fund

Eaton Vance Tax-Managed Diversified Equity Income Fund logo
Market Cap: High
Employees: Not Available

Eaton Vance Tax-Managed Diversified Equity Income Fund

Eaton Vance Tax-Managed Diversified Equity Income Fund is a closed-ended equity mutual fund that invests in global public equity markets, focusing on dividend paying stocks across diversified sectors. It also employs options strategies to generate cash flow and benchmarks its performance against a composite index.

Tags: dividend, equity, investment, mutual fund, options

Symbol: ETY

Recent Price: $15.09

Industry: Asset Management - Income

CEO: Mr. Michael A. Allison CFA

Sector: Financial Services

Employees: N/A

Address: Two International Place, Boston, MA 02110

Phone: 617-482-8260

Last updated: 2024-12-31

Eaton Vance Tax-Advantaged Dividend Income Fund

Eaton Vance Tax-Advantaged Dividend Income Fund logo
Market Cap: High
Employees: Not Available

Eaton Vance Tax-Advantaged Dividend Income Fund

Eaton Vance Tax-Advantaged Dividend Income Fund is a closed-ended equity mutual fund managed by Eaton Vance Management, investing in dividend-paying value stocks globally while seeking favorable federal income tax treatment.

Tags: dividend stocks, equity, investment, mutual fund, tax-advantaged

Symbol: EVT

Recent Price: $24.13

Industry: Asset Management - Income

CEO: Mr. Edward J. Perkin C.F.A.

Sector: Financial Services

Employees: N/A

Address: Two International Place, Boston, MA 02110

Phone: 617-482-8260

Last updated: 2024-12-31

Voya Infrastructure, Industrials and Materials Fund

Voya Infrastructure, Industrials and Materials Fund logo
Market Cap: Low
Employees: Not Available

Voya Infrastructure, Industrials and Materials Fund

Voya Infrastructure, Industrials and Materials Fund is a closed-ended equity mutual fund that invests in global public equity markets, focusing on infrastructure, industrials, and materials sectors with a value investing approach.

Tags: equity, global markets, industrials, infrastructure, investment fund, materials, value stocks

Symbol: IDE

Recent Price: $10.12

Industry: Asset Management

CEO: Mr. Stanley David Vyner

Sector: Financial Services

Employees: N/A

Address: 7337 East Doubletree Ranch Road, Scottsdale, AZ 85258-2034

Phone: 480-477-3000

Last updated: 2024-12-31

Tortoise Midstream Energy Fund, Inc.

Tortoise Midstream Energy Fund, Inc. logo
Market Cap: Low
Employees: Not Available

Tortoise MLP Fund

Tortoise MLP Fund, Inc. is a closed-end equity mutual fund managed by Tortoise Capital Advisors L.L.C, focusing on equity securities of MLPs in the natural gas infrastructure sector.

Tags: MLPs, equity mutual fund, fundamental analysis, investment, natural gas infrastructure

Symbol: NTG

Recent Price: $53.36

Industry: Asset Management

CEO: Mr. Terry Clyde Matlack CFA, J.D.

Sector: Financial Services

Employees: N/A

Address: 6363 College Boulevard, Overland Park, KS 66211-1938

Phone: 913 981 1020

Last updated: 2024-12-31

Templeton Emerging Markets Income Fund

Templeton Emerging Markets Income Fund logo
Market Cap: Low
Employees: Not Available

N/A

Templeton Emerging Markets Income Fund is a closed-ended fixed income mutual fund launched by Franklin Resources, Inc. It is managed by Franklin Advisers, Inc. The fund invests in the fixed income markets of emerging market countries across the globe. It primarily invests in bonds issued by sovereign or sovereign-related entities and private sector companies. The fund benchmarks the performance of its portfolio against the J.P. Morgan Emerging Markets Bond Index. Templeton Emerging Markets Income Fund was formed on September 23, 1993 and is domiciled in the United States.

No tags available.

Symbol: TEI

Recent Price: $5.62

Industry: Asset Management - Income

CEO: Mr. Rupert Harris Johnson Jr.

Sector: Financial Services

Employees: N/A

Address: One Franklin Parkway, San Mateo, CA 94403-1906

Phone: 650-312-3000

Last updated: 2024-11-08

Duff & Phelps Utility and Infrastructure Fund Inc.

Duff & Phelps Utility and Infrastructure Fund Inc. logo
Market Cap: Medium
Employees: Not Available

Closed-ended equity mutual fund

Duff & Phelps Utility and Infrastructure Fund Inc is a closed-ended equity mutual fund managed by Duff & Phelps Investment Management Co, launched by Virtus Investment Partners, Inc. It invests globally in the utility sector across diversified market capitalizations. The fund was formerly known as Duff & Phelps Global Utility Income Fund Inc.

Tags: closed-ended fund, equity markets, global investments, investment fund, utility sector

Symbol: DPG

Recent Price: $11.66

Industry: Asset Management

CEO: Mr. Nathan Ivey Partain

Sector: Financial Services

Employees: N/A

Address: 200 South Wacker Drive, Chicago, IL 60606

Phone: 312-263-2610

Last updated: 2024-12-31

First Trust Enhanced Equity Income Fund

First Trust Enhanced Equity Income Fund logo
Market Cap: Medium
Employees: Not Available

First Trust Enhanced Equity Income Fund

First Trust Enhanced Equity Income Fund is a closed-ended equity mutual fund investing in diversified sectors within U.S. public equity markets, co-managed by Chartwell Investment Partners. It engages in writing covered call options and benchmarks against the S&P 500 Index.

Tags: S&P 500 Index, U.S. market, covered call options, diversified sectors, equity fund, investment, mutual fund, public equity

Symbol: FFA

Recent Price: $20.70

Industry: Asset Management - Income

CEO: Mr. Timothy Joseph Riddle C.F.A., CFA

Sector: Financial Services

Employees: N/A

Address: 120 East Liberty Drive, Wheaton, IL 60187

Phone: 630-765-8000

Last updated: 2024-12-31

First Trust Mortgage Income Fund

First Trust Mortgage Income Fund logo
Market Cap: Lowest
Employees: Not Available

First Trust Mortgage Income Fund

First Trust Mortgage Income Fund is a closed-ended fixed income mutual fund launched and managed by First Trust Advisors L.P. It is co-managed by Brookfield Investment Management Inc. The fund focuses on investing in fixed income securities including mortgage-backed securities, such as pass-through certificates, collateralized mortgage obligations, residential mortgage-backed securities, and commercial mortgage-backed securities. The fund was formerly known as the First Trust/FIDAC Mortgage Income Fund.

Tags: Closed-ended Fund, Fixed Income, Investment Management, Mortgage-backed Securities

Symbol: FMY

Recent Price: $11.97

Industry: Asset Management - Income

CEO: Mr. James Snyder

Sector: Financial Services

Employees: N/A

Address: 120 East Liberty Drive, Wheaton, IL 60187

Phone: 630-765-8000

Last updated: 2024-12-31

The New America High Income Fund Inc.

The New America High Income Fund Inc. logo
Market Cap: Low
Employees: Not Available

High Yield Fixed-Income Securities

The New America High Income Fund Inc. is a closed-ended mutual fund managed by T. Rowe Price Associates, investing in high yield fixed-income securities, primarily in the U.S. markets.

Tags: closed-ended fund, financial markets, fixed income, high yield, investment, junk bonds, mutual fund

Symbol: HYB

Recent Price: $8.16

Industry: Asset Management - Income

CEO: Ms. Ellen E. Terry

Sector: Financial Services

Employees: N/A

Address: 100 East Pratt Street, Baltimore, MD 21202

Phone: 410-345-2000

Last updated: 2024-12-31

Ecofin Sustainable and Social Impact Term Fund

Ecofin Sustainable and Social Impact Term Fund logo
Market Cap: Low
Employees: Not Available

N/A

Tortoise Essential Assets Income Term Fund is a closed-ended balanced mutual fund launched and managed by Tortoise Capital Advisors L.L.C. It invests in equity and fixed income markets. The fund seeks to invest in securities of companies operating in the essential asset sectors, which includes education, housing, healthcare, social and human services, power, water, energy, infrastructure, basic materials, industrial, transportation and telecommunications sectors. The fund primarily seeks to invest in stocks of companies across all market capitalizations, as well as in corporate and government issues debt securities. Its corporate debt investment include high yield securities of any maturity. The fund also invests in private equities. It employs both fundamental and quantitative analysis with a focus on such proprietary financial, risk and valuation models to create its portfolio. The fund was formerly known as Tortoise Essential Assets Income 2024 Term Fund, Inc. Tortoise Essential Assets Income Term Fund was formed in 2017 and is domiciled in the United States.

No tags available.

Symbol: TEAF

Recent Price: $11.98

Industry: Asset Management

CEO: P. Bradley Adams

Sector: Financial Services

Employees: N/A

Address: 6363 College Boulevard, Overland Park, KS 66211-1938

Phone: 913 981 1020

Last updated: 2024-12-31

Tortoise Power and Energy Infrastructure Fund, Inc.

Tortoise Power and Energy Infrastructure Fund, Inc. logo
Market Cap: Low
Employees: Not Available

N/A

Tortoise Power and Energy Infrastructure Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Tortoise Capital Advisors, LLC. The fund invests in the fixed income and public equity markets of the United States. It invests in securities of companies operating in the power and energy infrastructure sectors. The fund employs a fundamental analysis with a bottom up stock picking approach with focus on factors like comparison of quantitative, qualitative, and relative value factors to create its portfolio. It was formerly known as Tortoise Power and Energy Income Company. Tortoise Power and Energy Infrastructure Fund, Inc. was formed on July 5, 2007 and is domiciled in the United States.

No tags available.

Symbol: TPZ

Recent Price: $20.08

Industry: Asset Management

CEO: Mr. Terry Clyde Matlack CFA, J.D.

Sector: Financial Services

Employees: N/A

Address: 6363 College Boulevard, Overland Park, KS 66211-1938

Phone: 913 981 1020

Last updated: 2024-12-31