Understanding Closed-End Funds

This video series covers various topics on Closed-End Funds.

  • The Closed-End Fund Marketplace

    An Introduction

    See a quick overview of the benefits of closed-end funds.

    Runtime: 0.47

    Launch Video

  • The Closed-End Fund Marketplace

    What Is A Closed-End Fund?

    Learn how closed-end funds differ from open-end funds.

    Runtime: 3.26

    Launch Video

  • The Closed-End Fund Marketplace

    Why Buy A Closed-End Fund At A Discount?

    Find out why the discount represents an additional opportunity to capture appreciation.

    Runtime: 2.27

    Launch Video

  • The Closed-End Fund Marketplace

    What Factors Should Be Considered When Purchasing Closed-End Funds?

    View the five factors that top our list.

    Runtime: 3.59

    Launch Video

  • The Closed-End Fund Marketplace

    How Should Closed-End Funds Be Included In A Portfolio?

    In a core-satellite approach, see where closed-end funds fit.

    Runtime: 2.22

    Launch Video

  • The Closed-End Fund Marketplace

    The Worthington
    Value-Line Equity Advantage Fund

Loading the player...

Worthington Value Line
Dynamic Opportunity Fund

Innovation. Discipline. Results.

Click here to learn more.

Innovation In Closed-End
Fund Investments

Click here to learn more.

Broad-based Investing
at a Discount to NAV

Click here to learn more.

Introducing the
College of Intelligent Investing℠

Click here to learn more.

Welcome to Worthington Funds

Inspired by Innovation, Driven by Performance

Worthington Capital Management, an independent asset management firm headquartered in Memphis, offers innovative, performance-oriented solutions to investors and the Financial Advisors who serve them.

  • Innovation - We focus on market segments that we believe are inefficient and underserved
  • Discipline - We align with highly experienced investment managers who employ time-tested strategies
  • Results – We seek to deliver superior performance without undue risk

If you are a Financial Advisor seeking innovative strategies to complement your clients’ core portfolios, we invite you to learn more about our disciplined and results-oriented approach to mutual fund investing.

Innovative Investments for Thoughtful Investment Advisors

 

 

Video Transcript

Steven W. Sansom
Chairman and Chief Executive Officer

As a Financial Advisor, we know you have many investment options to consider for your clients. At Worthington Funds, we seek to deliver exceptional performance-oriented investment strategies that act as a complement to your clients’ core portfolios.

However, our commitment to the Financial Advisor community goes well beyond product. Education, full-transparency and an insistence on outstanding service are the cornerstone of Worthington’s core values.

We look forward to working with you and sharing our innovative investment ideas.

News

Read recent news on Worthington Funds and Worthington Capital Management

» Learn more

Thought Leadership

Worthington's College of Intelligent Investing℠ includes our latest white papers and thoughts on various investment topics

» Learn more

Market Insight

Our thoughts on the current market


» Learn more

Sign up to receive news & updates.

Stay up-to-date with Worthington Funds and
the College of Intelligent Investing℠

Sign up to receive news & updates.

Stay up-to-date with Worthington Funds and the College of Intelligent Investing℠

Please fill out the required fields. Thank you.