Balanced

The Herzfeld Balanced Composite includes all portfolios that invest in closed-end funds with the goal of maximizing risk adjusted total return. The benchmark used for this strategy is the 60/40 blend of S&P500TR/iShares Core U.S. Aggregate Bond ETF.

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Metrics

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1987
Annualized Return
Since Inception
9.68%
Yield
4/5
Morningstar Overall Rating

Growth of
$1 Million Investment

Est. 1984.
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Other Strategies

Short Duration Investment Grade

The objective of the strategy is to outperform broad investment grade credit indices with less volatility and a lower duration.

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Special Situations

Closed-end funds with corporate actions for risk-adjusted returns. Benchmark: HFRX Special Situations Index.

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