Fixed Income

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

Download the PDF to learn more

Key Metrics

1989
Strategy Inception
8.3%
Annualized Return Since Inception
5/5
Morningstar Overall Rating


Est. 1984

Some things never change – like our commitment to being accessible to our clients and partners. Whether you're a long-time friend or new to Herzfeld Advisors, we're here to talk.

info@herzfeld.com+1.305.777.1660

Other Strategies

Muni

U.S. municipal bond closed-end funds for risk-adjusted returns.

Learn more

Preferred

A strategy that invests in preferred shares, baby bonds, & senior notes for better risk-adjusted returns.

Learn more