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 illustrative comparison used for this portfolio is the iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB). The Short Duration Investment Grade Strategy is a sub-strategy within the Herzfeld Preferred Composite.

Download the PDF to learn more

Key Metrics

2020
Strategy Inception
5.9%
Annualized Return Since Inception
Morningstar Overall Rating


The illustrative comparison used for this portfolio is the iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB)
See important disclosures

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

Special Situations

A strategy that invests specifically in closed-end funds with potential catalysts for corporate actions.

Learn more

Herzfeld Credit Income Fund

The Fund seeks to generate total return and income by investing in CLO Equity.

Learn more

Balanced

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

Learn more

Fixed Income

An active approach to generating durable yield from U.S. fixed income closed-end funds.

Learn more

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