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Do closed-end funds give superior returns compared to open-end funds?

Dhirendra Kumar does not find any evidence that closed-end funds do better than open end funds


By Research Desk | Feb 11, 2019

 

Do closed-end funds give superior returns as they don't face the threat of sudden redemptions?
-Raju Gopal

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There are advantages and disadvantages to both open-end and closed-end funds. The biggest disadvantage to a closed-end fund is that investors cannot invest regularly. The advantage you are referring to is also a disadvantage because investors are forced to invest the money. Of course, the fund manager has the advantage of taking a long-term view and he is not subject to investors' day to day actions, but there is no such evidence in support of superior returns. When I compare the performance from the start of a closed-end fund with a similar open-end fund, I have not been able to find any evidence that closed-end funds do better. Closed-end funds benefit from the timing perspective, that is, when the fund was launched and how the market was at the time of the launch.

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