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First Trust Specialty Finance and Financial Opportunities Fund
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.
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
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.
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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
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.
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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
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.
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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
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.
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
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.
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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
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.
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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
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.
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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
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.
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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
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.
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 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.
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
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.
About | About | About | About | Leadership | DEI | About | Contact | Careers | Careers | Careers | Careers | Careers | Careers | Careers | Careers | Careers | Careers | Careers | Careers | Careers | Benefits | ESG | Careers | Careers | Careers | Careers | Careers | Careers | About | About | About | About
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
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.
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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
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.
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
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.
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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.
N/A
RiverNorth Flexible Municipal Income Fund II, Inc. operates as a closed-end management investment fund company. The Fundโs 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.
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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
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.
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
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.
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.
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.
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
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.
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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