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CEFs: Balanced Funds

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Balanced Closed End Funds typically hold a diversified portfolio of U.S. equities and bonds, seeking both growth and income.


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Viewing data as of 2024-05-21 1:39 pm ET (10 min updates).

NameSymbolRSfRtn-1dRtn-5dRtn-1moRtn-3moRtn-6moRtn-1yr$vol-21
popupLMP Capital & IncomeSCD93.800.742.736.3012.8828.6243.40523k
popupTortoise Power & Energy InfraTPZ90.970.001.874.6711.4324.0836.28164k
popupCalamos Global Dynamic IncomeCHW90.370.431.888.1412.9126.2028.15811k
popupCalamos Global Total ReturnCGO89.370.762.2110.0712.4824.7127.16252k
popupSpecial Opportunities FundSPE89.020.432.837.5410.1122.9433.20260k
popupWells Fargo Adv Glo Div OppEOD85.690.311.478.5211.3722.4726.67449k
popupCalamos Strategic Total ReturnCSQ83.680.491.426.277.0123.9729.963m
popupClough Global OpportunitiesGLO80.550.393.548.259.2420.7724.58762k
popupEV Tax Adv Global Div OppsETO75.140.072.187.727.3219.1222.45552k
popupJH Tax-Advantaged Dividend IncHTD74.290.491.627.2110.2723.4614.581m
popupEV Tax Adv Global Dividend IncETG73.51-0.051.987.806.5019.4922.252m
popupEV Tax Advantaged Dividend IncEVT73.100.211.867.459.2522.4918.232m
popupCohen & Steers REIT & Preferred IncRNP72.990.540.544.154.6920.6125.552m
popupWells Fargo Adv Util & High InERH71.890.741.3913.0815.9519.258.32317k
popupAdvent Claymore Conv & IncomeAVK70.950.19-0.316.105.9124.6418.951m
popupAllianzGI Equity & Conv IncNIE70.860.092.174.916.3416.9124.561m
popupCohen & Steers Closed-End OppFOF70.83-0.080.595.308.8312.6022.91651k
popupCalamos Convertible Opps & IncCHI69.921.413.426.218.1217.3221.322m
popupClough Global AllocationGLV61.410.271.675.476.3318.2317.36432k
popupPutnam High Income SecuritiesPCF55.280.072.099.006.1413.7421.75605k
popupNuveen Real Asset Inc and GrwtJRI46.960.30-0.565.214.4013.5213.87846k
popupFranklin Universal TrustFT46.770.441.576.978.9011.4710.74306k
popupAllianzGI Convertible & Inc IINCZ39.550.171.585.994.4212.0013.18934k
popupAllianzGI Convertible & IncomeNCV37.680.932.206.283.809.7613.521m
popupVirtus Global Div & Inc FundZTR36.660.371.393.777.5112.023.672m
popupEllsworth FundECF27.38-0.432.396.063.0011.099.27308k
popupCalamos Convertible & HighCHY24.340.741.650.58-3.001.5717.882m
popupGabelli Convertible & IncomeGCV24.340.662.064.695.3813.72-3.81111k
popupBancroft FundBCV22.320.452.425.102.798.564.58298k
popupRENN Glb. Entrepreneurs FundRCG5.401.89-1.820.001.31-2.41-7.439k
popupNexPoint Div Real Estate CEFNXDT1.55-0.86-2.36-8.90-8.90-26.92-36.19648k
31 symbols listed

The dynamics of Relative Strength are illustraded below for the past quarter. From this you can visualize which funds are improving on a relative basis and which are deteriorating.

5-day Intervals 21-day Intervals
Viewing data as of 2024-05-21 1:39 pm ET (10 min updates).

Symbol 05/2105/1405/0704/3004/2304/1604/0904/0203/2503/1803/1103/0402/26
SCD 93.894.394.996.395.691.394.793.493.992.888.886.286.9
TPZ 91.090.690.390.691.286.290.692.490.589.383.778.078.3
CHW 90.488.991.391.688.389.586.487.681.582.478.373.973.4
CGO 89.488.991.090.486.783.484.284.285.192.176.673.168.3
SPE 89.085.381.087.085.276.678.379.679.082.673.975.374.2
EOD 85.783.585.580.171.372.676.176.372.472.964.267.757.9
CSQ 83.780.180.081.380.477.979.782.081.583.885.180.384.2
GLO 80.558.665.271.373.178.373.672.377.571.370.569.070.5
ETO 75.168.270.774.467.863.467.667.271.174.173.771.576.3
HTD 74.365.260.945.853.019.929.939.131.016.717.222.822.3
ETG 73.572.670.370.669.663.972.772.873.776.874.872.376.7
EVT 73.169.667.262.451.650.459.560.455.151.153.555.152.7
RNP 73.069.855.850.173.241.858.065.771.069.575.273.770.8
ERH 71.961.960.339.524.611.615.026.617.78.58.510.08.7
AVK 70.963.576.273.171.258.669.367.072.475.477.772.779.1
NIE 70.956.567.174.470.869.772.275.372.875.375.275.574.2
FOF 70.855.763.667.072.755.060.865.561.962.249.647.144.1
CHI 69.947.562.264.568.949.568.558.072.070.266.361.462.3
GLV 61.446.844.249.756.870.258.768.066.457.859.360.256.8
PCF 55.346.250.755.246.744.151.151.763.665.950.563.779.1
JRI 47.048.743.543.034.025.737.043.554.141.042.945.048.8
FT 46.837.938.532.934.419.525.728.021.213.614.012.011.5
NCZ 39.533.742.536.135.420.939.436.850.539.441.643.544.3
NCV 37.729.235.433.232.321.734.434.545.642.536.235.542.7
ZTR 36.732.932.435.937.624.929.735.231.421.828.19.99.6
ECF 27.416.322.914.111.912.721.014.820.814.420.122.527.2
CHY 24.320.527.141.250.029.249.943.365.872.468.561.263.6
GCV 24.39.212.312.39.96.511.613.020.614.79.010.69.1
BCV 22.314.024.014.510.18.113.512.914.98.29.410.810.9
RCG 5.46.44.34.78.34.94.85.44.95.84.74.45.4
NXDT 1.51.71.40.82.21.71.61.11.90.91.11.21.4

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