Short Duration Investment Grade

The Herzfeld Short Duration Investment Grade portfolio invests in high-quality US corporate debt. The objective of the strategy is to outperform broad investment grade credit indices with less volatility. The strategy is designed to maintain a lower duration than the indices. The comparison used for this portfolio is the iShares iBoxx Investment Grade Corporate Bond ETF (LQD).

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Metrics

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2020
Annualized Return
Since Inception
8.3%
Yield
5/5
Morningstar Overall Rating

Growth of
$1 Million Investment

Est. 1984.
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