Morningstar Ratings™ Q3/2022: Thomas J. Herzfeld Advisors, Inc received 5-Star Overall Morningstar Rating™ for three investment strategies.  

Morningstar Ratings™ Q2/2022: Thomas J. Herzfeld Advisors, Inc received 5-Star Overall Morningstar Rating™ for three investment strategies.  

Herzfeld Balanced- 2 Stars Global/International Balanced Universe

Herzfeld Fixed Income- 1, 2, and 3 Stars in Global Fixed Income Universe

Herzfeld Muni Bond- 1, 2, and 3 Stars in All Maturity/Variable and Muni Universe

Herzfeld Special Situations- 2 Stars All Cap Universe

Herzfeld Preferred- 1, 2, and 3 Stars All Maturity/Variable Uni and US Fixed Income Universe

Disclaimer: Note that readers should review the criteria for each award as reflected on the third party’s webpage. In addition, any awards reflect past performance and may not reflect the current performance or status of the firm and may no longer be applicable. Contact us for more information on how the ratings are apportioned and for full disclosures regarding third party news and awards.

Fixed income: Investors keep eye on economy and Federal Reserve action on interest rates.

Read the article to find out more.

The firm's PSN Top Guns Products for 4Q/2021 include:

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Muni Bond  2 Stars and 3 Stars - Municipals Universe

Muni Bond  2 Stars and 3 Stars  - All Maturity/Variable Universe

Preferred 1 Star, 2 Stars and 3 Stars  - All Maturity/Variable Universe
Fixed Income 1 Star, 2 Stars and 3 Stars - Global Fixed Income Universe
Balanced  2 Stars -  Global / Intl Balanced Universe

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For full information, description and disclosures on third party awards, please contact us.