Muni

The Herzfeld Tax-Exempt Composite, also known as the Herzfeld Municipal (Muni) Strategy, is a strategy that invests in closed-end funds of the U.S. Municipal Bond market with the goal of maximizing risk-adjusted total return. The benchmark used for this strategy is the iShares National Municipal Bond ETF (MUB).

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Metrics

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1992
Annualized Return
Since Inception
5.32
Yield
5/5
Morningstar Overall Rating

Growth of
$1 Million Investment

Est. 1984.
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