Under normal market conditions, the Fund expects to invest at least 80% of its total assets in securities of Energy Companies. In addition to investment in the securities of private companies, the Funds investments may consist of cash, cash equivalents, U.S. government securities or high-quality debt maturing in one year or less from the time of investment. Because the Fund intends to qualify for the special tax treatment afforded RICs, they intend to invest no more than 25% of their total assets in (i) the securities of any single issuer or in the securities of any two or more issuers that they control and that are determined to be engaged in the same or similar trades or businesses or related trades or businesses, or (ii) equity or debt securities of MLPs. This limit on MLPs does not apply to securities issued by MLP affiliates that are not treated as qualified publicly traded partnerships, such as I-shares or general partner interests or other entities that may own interests in MLPs. The Fund may, but are not required to, use derivative investments and engage in short sales to hedge against interest rate, currency or market risks. The Fund may seek to enhance their total returns through the use of leverage, which may include the issuance of Leverage Instruments.
Company profile
Ticker
KED
Exchange
CEO
Kevin S. Mccarthy
Employees
Incorporated
Location
Fiscal year end
SEC CIK
Corporate docs
Latest filings (excl ownership)
25-NSE
Exchange delisting
6 Aug 18
N-CSRS
Certified semi-annual shareholder report (management investment company)
30 Jul 18
N-PX
Annual report of proxy voting record
27 Jul 18
425
Business combination disclosure
17 Jul 18
425
Business combination disclosure
17 Jul 18
425
Business combination disclosure
13 Jul 18
425
Business combination disclosure
29 Jun 18
425
Business combination disclosure
28 Jun 18
425
Business combination disclosure
19 Jun 18
425
Business combination disclosure
1 Jun 18
Latest ownership filings
SC 13G/A
Beneficial ownership report (amended)
10 Sep 18
4
INSURANCE CO OF AMERICA PRUDENTIAL
8 Aug 18
4
RICHARD A KAYNE
1 Aug 18
4
William R Cordes
27 Jul 18
SC 13G/A
Kayne Anderson Energy Development Co
12 Feb 18
SC 13G/A
Kayne Anderson Energy Development Co
17 Jan 18
3
ALAN BOSWELL
10 Oct 17
SC 13G/A
Kayne Anderson Energy Development Co
10 Feb 17
SC 13G/A
Kayne Anderson Energy Development Co
13 Jan 17
4/A
James C Baker
13 May 16