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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

Eaton Vance Senior Floating-Rate Trust

Eaton Vance Senior Floating-Rate Trust logo
Market Cap: Medium
Employees: Not Available

Eaton Vance Senior Floating-Rate Trust

Eaton Vance Senior Floating-Rate Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management, investing primarily in senior, secured floating rate loans in the fixed income markets of the United States.

Tags: Finance, Fixed Income, Investment, Loans, Mutual Fund

Symbol: EFR

Recent Price: $12.94

Industry: Asset Management

CEO: Mr. Payson F. Swaffield CFA

Sector: Financial Services

Employees: N/A

Address: Two International Place, Boston, MA 02110

Phone: 617-482-8260

Last updated: 2024-12-31

John Hancock Preferred Income Fund II

John Hancock Preferred Income Fund II logo
Market Cap: Medium
Employees: Not Available

Preferred Income Fund II

John Hancock Preferred Income Fund II is a closed ended fixed income mutual fund investing in preferred and convertible preferred securities, as well as investment grade fixed-income securities in the United States.

Tags: United States, fixed income, investment, mutual fund, preferred securities

Symbol: HPF

Recent Price: $16.43

Industry: Asset Management - Income

CEO: Mr. Joseph H. Bozoyan C.F.A., CFA

Sector: Financial Services

Employees: N/A

Address: 601 Congress Street, Boston, MA 02210-2805

Phone: 617-663-2430

Last updated: 2024-12-31

Blackstone / GSO Senior Floating Rate Term Fund

Blackstone / GSO Senior Floating Rate Term Fund logo
Market Cap: Low
Employees: Not Available

Blackstone/GSO Senior Floating Rate Term Fund

The Blackstone/GSO Senior Floating Rate Term Fund is a closed-ended fixed income mutual fund managed by GSO / Blackstone Debt Funds Management LLC, focusing on senior secured, floating rate loans in the U.S. fixed income market.

Tags: credit analysis, fixed income, floating rate loans, investment, mutual fund

Symbol: BSL

Recent Price: $14.46

Industry: Asset Management

CEO: Mr. Robert W. Busch

Sector: Financial Services

Employees: N/A

Address: 345 Park Avenue, New York, NY 10154

Phone: 12125032100

Last updated: 2024-12-31

Credit Suisse Asset Management Income Fund, Inc.

Credit Suisse Asset Management Income Fund, Inc. logo
Market Cap: Low
Employees: Lowest

Credit Suisse Asset Management Income Fund

Credit Suisse Asset Management Income Fund, Inc. is a closed-ended fixed income mutual fund managed by Credit Suisse Asset Management, LLC, investing primarily in high yield corporate debt within the U.S.

Tags: Credit Suisse, fixed income, high yield corporate debt, investment, mutual fund

Symbol: CIK

Recent Price: $2.90

Industry: Asset Management - Income

CEO: Mr. Thomas J. Flannery

Sector: Financial Services

Employees: 6

Address: One Madison Avenue, New York, NY 10010-3629

Phone: 212-325-2000

Last updated: 2024-12-31

Eaton Vance Floating-Rate Income Trust

Eaton Vance Floating-Rate Income Trust logo
Market Cap: Medium
Employees: Lowest

Eaton Vance Floating-Rate Income Trust

Eaton Vance Floating-Rate Income Trust is a closed-ended fixed income mutual fund managed by Eaton Vance Management, primarily investing in senior, secured floating rate loans in the U.S. fixed income markets.

Tags: fixed income, floating rate loans, mutual fund, senior secured loans

Symbol: EFT

Recent Price: $13.14

Industry: Asset Management - Income

CEO: Mr. Payson F. Swaffield CFA

Sector: Financial Services

Employees: 0

Address: Two International Place, Boston, MA 02110

Phone: 617-482-8260

Last updated: 2024-12-31

Eaton Vance Senior Income Trust

Eaton Vance Senior Income Trust logo
Market Cap: Low
Employees: Lowest

Senior Income Trust

Eaton Vance Senior Income Trust is a closed-ended fixed income mutual fund managed by Eaton Vance Management, investing primarily in senior secured floating rate loans in the United States.

Tags: closed-ended, financial, fixed income, investment, mutual fund, senior secured loans

Symbol: EVF

Recent Price: $6.27

Industry: Asset Management - Income

CEO: Mr. James F. Kirchner

Sector: Financial Services

Employees: 0

Address: Two International Place, Boston, MA 02110

Phone: 617-482-8260

Last updated: 2024-11-08

Eaton Vance Short Duration Diversified Income Fund

Eaton Vance Short Duration Diversified Income Fund logo
Market Cap: Low
Employees: Not Available

Eaton Vance Short Duration Diversified Income Fund

Eaton Vance Short Duration Diversified Income Fund is a closed-ended fixed income mutual fund that invests in a range of fixed income securities such as floating-rate loans and mortgage-backed securities, with a focus on diversification and a benchmark aligned with the S&P/LSTA Leveraged Loan Index.

Tags: diversification, financial services, fixed income, investment, mutual fund

Symbol: EVG

Recent Price: $10.86

Industry: Asset Management - Income

CEO: Mr. Payson F. Swaffield 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 Limited Duration Income Fund

Eaton Vance Limited Duration Income Fund logo
Market Cap: Medium
Employees: Lowest

Eaton Vance Limited Duration Income Fund

Eaton Vance Limited Duration Income Fund is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management, investing in the U.S. fixed income markets with a focus on senior, secured floating-rate loans, government agency mortgage-backed securities, and below investment grade corporate bonds.

Tags: United States, closed-ended fund, corporate bonds, fixed income, investment, mortgage-backed securities, mutual fund, senior secured loans

Symbol: EVV

Recent Price: $9.86

Industry: Asset Management - Income

CEO: Mr. Payson F. Swaffield CFA

Sector: Financial Services

Employees: 0

Address: Two International Place, Boston, MA 02110

Phone: 617-482-8260

Last updated: 2024-12-31

First Trust Senior Floating Rate Income Fund II

First Trust Senior Floating Rate Income Fund II logo
Market Cap: Low
Employees: Not Available

First Trust Senior Floating Rate Income Fund II

First Trust Senior Floating Rate Income Fund II is a closed-ended fixed income mutual fund that invests in the fixed income markets of the United States, focusing on senior secured floating rate corporate loans.

Tags: United States, corporate loans, fixed income, floating rate, mutual fund, senior secured

Symbol: FCT

Recent Price: $10.47

Industry: Asset Management - Income

CEO: Mr. Daniel Joel Lindquist C.F.A.

Sector: Financial Services

Employees: N/A

Address: 120 East Liberty Drive, Wheaton, IL 60187

Phone: 630-765-8000

Last updated: 2024-12-31

Highland Funds I - Highland Income Fund

Highland Funds I - Highland Income Fund logo
Market Cap: Medium
Employees: Not Available

Highland Floating Rate Opportunities Fund

Highland Floating Rate Opportunities Fund is a close-ended fixed income mutual fund managed by Highland Capital Management Fund Advisors, L.P., investing in floating rate loans and other securities globally, with an emphasis on below investment grade securities.

Tags: derivatives, finance, fixed income, floating rate loans, investment, mutual fund

Symbol: HFRO

Recent Price: $5.57

Industry: Asset Management - Income

CEO: Mr. Brian Dale Mitts CPA

Sector: Financial Services

Employees: N/A

Address: 200 Crescent Court, Dallas, TX 75201

Phone: 972-628-4100

Last updated: 2024-11-08

Nuveen Floating Rate Income Fund

Nuveen Floating Rate Income Fund logo
Market Cap: Medium
Employees: Lowest

Nuveen Floating Rate Income Fund

Nuveen Floating Rate Income Fund is a close ended fixed income mutual fund launched by Nuveen Investments, Inc. and co-managed with Symphony Asset Management LLC, focusing on adjustable rate secured and unsecured senior loans in the U.S. market.

Tags: U.S. investments, adjustable rate loans, fixed income, mutual fund

Symbol: JFR

Recent Price: $8.96

Industry: Asset Management - Income

CEO: Mr. Gunther Maurice Stein

Sector: Financial Services

Employees: 0

Address: 333 West Wacker Drive, Chicago, IL 60606-1220

Phone: 312 917 7700

Leadership

  • Bill Huffman, Chief Executive Officer
  • Tara Giuliano, Chief Marketing Officer
  • Vijay Kasarabada, Chief Information Officer
  • Amy O'Brien, Global Head of Responsible Investing
  • Mike Perry, Head of Global Client Group and Global Product
  • Seun Salami, CPA, Chief Financial Officer
  • Mike Sales, Chief Executive Officer, Real Assets
  • Josh Shamansky, Chief Human Resources Officer
  • Loran Shanahan, Chief Administrative Officer
  • Saira Malik, CFAยฎ, Head of Nuveen Equities and Fixed Income, Chief Investment Officer
  • Kevin McCarthy, Secretary and General Counsel
  • Joe Castro, Chief Compliance Officer
  • Mary Beth Ramsay, FSA, Chief Risk Officer

Last updated: 2024-11-08

John Hancock Income Securities Trust

John Hancock Income Securities Trust logo
Market Cap: Low
Employees: Not Available

Closed Ended Fixed Income Mutual Fund

John Hancock Income Securities Trust is a closed ended fixed income mutual fund launched and managed by John Hancock Investment Management LLC, co-managed by John Hancock Asset Management, focusing on corporate and government bonds in the U.S.

Tags: bonds, corporate bonds, fixed income, government bonds, investment, mutual fund

Symbol: JHS

Recent Price: $11.25

Industry: Asset Management - Income

CEO: Mr. Howard C. Greene C.F.A.

Sector: Financial Services

Employees: N/A

Address: 601 Congress Street, Boston, MA 02210-2805

Phone: 617-663-2430

Last updated: 2024-12-31

Nuveen Multi-Market Income Fund

Nuveen Multi-Market Income Fund logo
Market Cap: Lowest
Employees: Not Available

Nuveen Multi-Market Income Fund

Nuveen Multi-Market Income Fund is a closed-ended fixed income mutual fund managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in diversified sectors across the U.S. fixed income market, focusing on investment grade debt securities.

Tags: Nuveen, U.S. market, debt securities, fixed income, investment grade, mutual fund

Symbol: JMM

Recent Price: $6.05

Industry: Asset Management - Income

CEO: Mr. John T. Fruit C.F.A., CFA

Sector: Financial Services

Employees: N/A

Address: 333 West Wacker Drive, Chicago, IL 60606

Phone: 312-917-7700

Last updated: 2024-11-08

Invesco Senior Income Trust

Invesco Senior Income Trust logo
Market Cap: Medium
Employees: Not Available

N/A

Invesco Senior Income Trust is a closed ended fixed income mutual fund launched by Invesco Ltd. It is co-managed by Invesco Advisers, Inc., Invesco Asset Management Deutschland GmbH, Invesco Asset Management Limited, Invesco Asset Management (Japan) Limited, Invesco Australia Limited, Invesco Hong Kong Limited, Invesco Senior Secured Management, Inc., and Invesco Canada Ltd. The fund invests in the fixed income markets of the United States. It primarily invests in a portfolio of interests in floating or variable rate senior loans to corporations, partnerships, and other entities which operate in a variety of industries and geographical regions. The fund typically employs fundamental analysis with a bottom up stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against the Credit Suisse Leveraged Loan Index. The fund was formerly known as Invesco Van Kampen Senior Income Trust and Van Kampen Senior Income Trust. Invesco Senior Income Trust was formed on June 23, 1998 and is domiciled in the United States.

No tags available.

Symbol: VVR

Recent Price: $3.93

Industry: Asset Management - Income

CEO: Mr. Colin D. Meadows

Sector: Financial Services

Employees: N/A

Address: 1555 Peachtree Street, N.E., Atlanta, GA 30309

Phone: 404-892-0896

Last updated: 2024-12-31

RiverNorth Flexible Municipal Income Fund II, Inc.

RiverNorth Flexible Municipal Income Fund II, Inc. logo
Market Cap: Medium
Employees: Not Available

N/A

RiverNorth Flexible Municipal Income Fund II, Inc. operates as a closed-end management investment fund company. The Fundโ€™s primary investment objective is current income exempt from regular U.S. federal income taxes and secondary investment objective is total return. The company was founded in June 11, 2020 and is headquartered in West Palm Beach, FL.

No tags available.

Symbol: RFMZ

Recent Price: $13.51

Industry: Asset Management

CEO: N/A

Sector: Financial Services

Employees: N/A

Address: 325 North LaSalle Street, Chicago, IL 60654

Phone: 312-832-1440

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

Nuveen Municipal High Income Opportunity Fund

Nuveen Municipal High Income Opportunity Fund logo
Market Cap: High
Employees: Not Available

Nuveen Municipal High Income Opportunity Fund

Nuveen Municipal High Income Opportunity Fund is a closed-end fixed income mutual fund co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in investment grade tax-exempt municipal securities in the United States.

Tags: closed-end fund, fixed income, investment grade, municipal securities, mutual fund, tax-exempt

Symbol: NMZ

Recent Price: $10.70

Industry: Asset Management - Income

CEO: Mr. Nathaniel T. Jones

Sector: Financial Services

Employees: N/A

Address: 333 West Wacker Drive, Chicago, IL 60606-1220

Phone: 312 917 7700

Leadership

  • Bill Huffman, Nuveen Chief Executive Officer
  • Tara Giuliano, Chief Marketing Officer
  • Vijay Kasarabada, Chief Information Officer
  • Amy O'Brien, Global Head of Responsible Investing
  • Mike Perry, Head of Global Client Group and Global Product
  • Seun Salami, CPA, Chief Financial Officer
  • Mike Sales, Chief Executive Officer, Real Assets
  • Josh Shamansky, Chief Human Resources Officer
  • Loran Shanahan, Chief Administrative Officer
  • Saira Malik, CFAยฎ, Head of Nuveen Equities and Fixed Income, Chief Investment Officer
  • Kevin McCarthy, Secretary and General Counsel
  • Joe Castro, Chief Compliance Officer
  • Mary Beth Ramsay, FSA, Chief Risk Officer

Last updated: 2024-12-31