HERZ ETF
Herzfeld Caribbean Basin Fund Inc
HERZ ETF Overview
HERZ ETF (Herzfeld Caribbean Basin Fund Inc) is managed by Herzfeld-Cuba. HERZ expense ratio is 3.45%, holding 29 positions across sectors including Financials. Inception date: 1994-05-20.
HERZ performance shows data across multiple time periods..
HERZ top holdings include First American Government Obligations Fund (39.6%), Eagle Point Income Co Inc Eagle Point Income Co Inc (8.2%), Oxford Lane Capital Corp (7.3%), Fs Specialty Lending Fund (6.7%), PIMCO Dynamic Income Fund (6.5%). Go to all HERZ holdings, HERZ sectors, or HERZ dividends.
HERZ can be compared against other funds. Use HERZ overlap to find shared positions, or HERZ vs another fund for a side-by-side view. HERZ alternatives are available via the screener, along with tax-loss harvesting opportunities.