Muni

The Herzfeld Tax-Exempt Composite, also known as the Herzfeld Municipal (Muni) Strategy, is a strategy that invests in closed-end funds of the U.S. Municipal Bond market with the goal of maximizing risk-adjusted total return. The benchmark used for this strategy is the iShares National Municipal Bond ETF (MUB).

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Key Metrics

1992
Strategy Inception
6.0%
Annualized Return Since Inception
5/5
Morningstar Overall Rating


Est. 1984

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Other Strategies

Preferred

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

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Balanced

A balanced approach to investing in closed-end funds for better risk-adjusted returns.

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