Manage communications
Mutual Fund & 529 accounts

Leave the BlackRock site for Individuals to explore other content

I invest on behalf of my clients.

I consult or invest on behalf of a financial institution.

I want to learn more about BlackRock.

Change location

Americas Offshore Australia Austria Belgium Brazil Canada Chile China Offshore - 中国境外 China Onshore - 中国境内 Colombia Czech Republic Denmark Dubai (IFC) Finland France Germany Hong Kong - 香港 Hungary Israel Italy Japan - 日本 Korea - 한국 Luxembourg México Netherlands Norway Poland Portugal Saudi Arabia Singapore Slovakia South Africa Spain Sweden Switzerland Taiwan - 台灣 United Kingdom United States Location not listed

Welcome to the BlackRock site for individuals

To reach a different BlackRock site directly, please update your user type.

Funds

Investment strategies

Insights & education

About us

Open Search Close Search

FUND TYPE
ASSET CLASS
FUNDS IN FOCUS

All funds All funds
529 College Savings Plan 529 College Savings Plan

ACTIVE STRATEGIES
OTHER STRATEGIES

All active investment strategies All active investment strategies

INSIGHTS
EDUCATION
DOCUMENTS & FORMS
TOOLS

All insights All insights
The Bid podcast The Bid podcast

OUR COMPANY
Connect with us
- Customer service
- Digital service

Open Search Close Search

All funds 529 College Savings Plan
FUND TYPE

Mutual funds
iShares ETFs
Closed-end funds

ASSET CLASS

Cash alternatives
Commodity funds
Stock funds
Bond funds
Multi-asset funds
Real estate funds

FUNDS IN FOCUS

Science and Technology Trust
Resources & Commodities Strategy Trust
Global Allocation Fund
LifePath Index Retirement Fund
Technology Opportunities Fund
iShares Core S&P 500 ETF

All active investment strategies
ACTIVE STRATEGIES

BlackRock Impact Opportunities
Fixed Income
Fundamental Equities
Multi-Asset Strategies & Solutions
Systematic Investing

OTHER STRATEGIES

Cash management
Factor-based investing
Investing for retirement
LifePath® target date funds

All insights The Bid podcast
INSIGHTS

Weekly commentary
Global investment outlook
BlackRock Investment Institute
Investment stewardship
Our approach to sustainability
Portfolio management views

EDUCATION

Education center
Retirement volatility strategies
Planning for retirement
What is a 401(K)?
Closed-end funds
Mutual funds
Document library

DOCUMENTS & FORMS

Factsheets
Shareholder reports
Regulatory documents
Share classes and loads
Tax information
Forms & Applications
529 Forms & Applications

TOOLS

LifePath spending tool
LifePath selector tool
iShares core builder
College saving estimator

OUR COMPANY

About BlackRock
BlackRock retirement
Careers

Connect with us

Customer service
Digital service

RESET

INSIGHTS AND EDUCATION

Learn about closed-end funds

Understand what closed-end funds are, how they may add value to your client's portfolios, and current views on closed-end fund market trends.

Featured insights
Closed-end funds 101

Featured insights

Articles, insights, and our quarterly market commentary to help you guide to help guide you.

MARKET COMMENTARY

What’s new with closed-end funds?

Explore our experts’ latest insights on the closed-end fund market. We share our market commentary, insights, and trends to help guide you with closed-end funds.

Download commentary Download commentary

Five reasons to use closed-end funds in your portfolio

Close—end funds play an important role in a diversified portfolio. Learn how CEFs have evolved to accommodate the objectives of investors.

Read about the reasons Read about the reasons

Closed-end funds vs. Mutual funds Closed-end funds vs. Mutual funds
5 Things to consider with CEFs 5 Things to consider with CEFs

Private Investments

Within BlackRock 2.0 Closed-end funds
Democratizing access and helping to solve client challenges. BlackRock Closed-end funds (CEFs) are breaking down barriers to private markets. Read about the BlackRock advantage in private markets.

> Download insights > Download insights

Closed-end funds 101

Understand how closed-end funds can potentially add value to your portfolio.

Understanding CEF premiums and discounts

Evaluating cyclical valuations in premiums and discount-driven closed-end funds is crucial to navigating client and market sentiment. Learn about the basics in the trading of CEF shares.

Download here Download here

Understanding managed distribution plans

Managed distribution plans offer the potential for higher distribution rates throughout a market cycle. Read how they also expand investment options for income-focused investors.

Download here Download here

Understanding Floating Payments MDP Understanding Floating Payments MDP
Leverage in closed-end funds Leverage in closed-end funds
The importance of CEF total returns The importance of CEF total returns
CEF ‘at the market’ offerings CEF ‘at the market’ offerings
A guide for closed-end funds A guide for closed-end funds

Additional resources

Tax documents Tax documents

SEC filings SEC filings

Corporate governance Corporate governance

Section 19 Section 19

Discover more with CEFs

Our featured CEFs Our featured CEFs

View all CEFs View all CEFs

Press releases Press releases

Explore more

Funds

FUND TYPE
ASSET CLASS
FUNDS IN FOCUS

All funds All funds
529 College Savings Plan 529 College Savings Plan

Investment strategies

ACTIVE STRATEGIES
OTHER STRATEGIES

All active investment strategies All active investment strategies

Insights & education

INSIGHTS
EDUCATION
DOCUMENTS & FORMS
TOOLS

All insights All insights
The Bid podcast The Bid podcast

About us

OUR COMPANY
Connect with us
- Customer service
- Digital service

As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals.

Corporate

Fraud protection tips Fraud protection tips Careers Careers Newsroom Newsroom Investor relations Investor relations Contact us Contact us Accessibility Accessibility Responsible Disclosure Responsible Disclosure

Legal

Terms & conditions Terms & conditions Privacy policy Privacy policy Business continuity Business continuity FINRA BrokerCheck FINRA BrokerCheck Rule 606 Disclosure Rule 606 Disclosure

You are now leaving BlackRock’s website

You are leaving BlackRock’s website and entering a third-party website that is not controlled, maintained, or monitored by BlackRock. BlackRock is not responsible for the content or availability of the third-party website. By leaving BlackRock’s website, you will be subject to the third-party website’s terms, policies and/or notices, including those related to privacy and security, as applicable. Please review such policies and notices on the third-party website.

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained visiting the iShares ETF and BlackRock Mutual Fund prospectus pages. Read the prospectus carefully before investing.

Investment return, price, yields and NAV will fluctuate with changes in market conditions. At the time of sale, your shares may have a market price that is above or below net asset value, and may be worth more or less than your original investment. There is no assurance that a fund will meet its investment objective.

The closing price and net asset value (NAV) of a fund’s shares will fluctuate with market conditions. Closed-end funds may trade at a premium to NAV but often trade at a discount. CEF shares are bought and sold at “market price” determined by competitive bidding on the stock exchange. Net asset value (NAV) is the value of all fund assets, less liabilities divided by the number of shares outstanding.

Prepared by BlackRock Investments, LLC, member FINRA.

This website is for informational purposes only. It is not intended to be relied upon as a forecast, research or investment or tax advice, and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.

©2024 BlackRock, Inc or its affiliates. All Rights Reserved. BLACKROCK, iSHARES, ALADDIN and the iShares Core Graphic are trademarks of BlackRock, Inc. or its affiliates. All other trademarks are those of their respective owners.

USWAH0824U/S-3784885