Fixed Income

The Herzfeld Fixed Income Composite is comprised of portfolios invested in closed-end funds which invest in the U.S. Fixed Income market with the goal of maximizing risk adjusted total return. The benchmark used for this strategy is the iShares Core U.S. Aggregate Bond ETF.

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Metrics

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1989
Annualized Return
Since Inception
8.75%
Yield
5/5
Morningstar Overall Rating

Growth of
$1 Million Investment

Est. 1984.
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Other Strategies

Muni

US municipal bond closed-end funds for risk-adjusted returns. Benchmark: iShares National Municipal Bond ETF (MUB).

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Preferred

Preferred shares, baby bonds, & senior notes for risk-adjusted returns. Benchmark: S&P Preferred Stock Total Return Index.

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