Where To Be Positioned For Rising Rates | Part II: OEFs (Mutual Funds)

Summary

• Here we look at some other options for protection against rising rates outside of the closed-end fund space.

• By moving to OEFs from CEFs, you can remove the discount risk that is inherent in CEFs (along with leverage risk).

• CBHIX/CBHAX remains our best idea in the space but we continue to find other options like CMNIX, MERFX, and SVARX.

In Part I of…