Balanced
The Herzfeld Balanced Composite invests 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.
Key Metrics
1987
Strategy Inception
6.8%
Annualized Return Since Inception
4/5
Morningstar Overall Rating
Est. 1984
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