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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 Friday's Closing data.

NameSymbolRSfRtn-1dRtn-5dRtn-1moRtn-3moRtn-6moRtn-1yr$vol-21
popupLMP Capital & IncomeSCD93.920.291.288.1712.2128.3841.76542k
popupBexil InvestmentBXSY90.930.462.2610.2310.1636.2429.01n/a
popupTortoise Power & Energy InfraTPZ90.24-0.150.626.0311.5122.8835.28161k
popupCalamos Global Dynamic IncomeCHW88.730.301.686.6911.2024.4627.27890k
popupCalamos Global Total ReturnCGO88.650.002.269.5611.3925.8327.41284k
popupSpecial Opportunities FundSPE85.46-0.381.886.549.2719.8331.31264k
popupWells Fargo Adv Glo Div OppEOD85.130.001.058.0910.9322.3026.18468k
popupCalamos Strategic Total ReturnCSQ80.16-0.061.915.785.7022.5830.113m
popupJH Tax-Advantaged Dividend IncHTD72.870.340.449.6410.9623.8013.221m
popupCohen & Steers REIT & Preferred IncRNP71.950.632.418.115.4320.5325.822m
popupEV Tax Adv Global Dividend IncETG71.49-0.301.577.935.8419.3923.442m
popupClough Global OpportunitiesGLO71.290.002.155.906.4319.5523.08766k
popupEV Tax Advantaged Dividend IncEVT70.190.331.397.898.9421.9218.652m
popupEV Tax Adv Global Div OppsETO68.10-0.041.367.075.6218.7722.41560k
popupAdvent Claymore Conv & IncomeAVK65.940.080.647.895.0924.4317.601m
popupCohen & Steers Closed-End OppFOF65.330.371.346.768.3412.3621.72654k
popupWells Fargo Adv Util & High InERH65.320.250.6012.5816.0818.206.80529k
popupAllianzGI Equity & Conv IncNIE64.580.091.894.734.8115.9725.041m
popupClough Global AllocationGLV58.970.812.695.666.1217.7016.89439k
popupCalamos Convertible Opps & IncCHI51.43-0.531.766.344.8116.0217.802m
popupPutnam High Income SecuritiesPCF46.12-0.221.067.044.4211.8720.32743k
popupFranklin Universal TrustFT40.750.291.066.717.6310.8111.60298k
popupNuveen Real Asset Inc and GrwtJRI40.360.00-0.047.054.0911.6112.82862k
popupAllianzGI Convertible & Inc IINCZ39.190.351.056.964.6012.6313.38906k
popupVirtus Global Div & Inc FundZTR37.220.370.744.568.1313.343.852m
popupAllianzGI Convertible & IncomeNCV34.57-0.311.257.362.249.7912.811m
popupEllsworth FundECF23.340.061.896.091.0511.139.42324k
popupGabelli Convertible & IncomeGCV21.63-0.272.226.363.8114.53-4.91105k
popupBancroft FundBCV15.340.352.035.900.558.013.47276k
popupCalamos Convertible & HighCHY14.08-0.091.731.73-4.950.1015.302m
popupRENN Glb. Entrepreneurs FundRCG5.270.63-3.301.260.002.55-9.047k
popupNexPoint Div Real Estate CEFNXDT1.610.171.58-3.44-10.41-26.56-31.25675k
32 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 Friday's Closing data.

Symbol 05/1705/1005/0304/2604/1904/1204/0503/2803/2103/1403/0702/2902/22
SCD 93.994.794.995.792.691.392.394.993.293.886.785.388.9
BXSY 90.983.177.965.874.584.586.978.386.081.886.271.182.8
TPZ 90.292.689.887.793.787.889.390.887.390.479.778.080.2
CHW 88.790.294.386.786.191.586.581.685.583.077.168.169.4
CGO 88.789.492.488.385.686.780.584.587.089.777.666.565.9
SPE 85.587.083.185.687.181.878.080.277.780.370.075.875.7
EOD 85.186.186.574.468.369.276.582.873.172.167.258.559.5
CSQ 80.278.080.581.074.979.878.680.381.485.880.882.886.3
HTD 72.970.856.046.942.418.030.637.627.622.724.026.226.6
RNP 71.965.054.266.469.146.055.477.368.475.372.367.973.0
ETG 71.570.870.471.460.966.172.974.376.678.273.871.978.6
GLO 71.362.766.870.080.376.773.174.377.569.276.269.169.6
EVT 70.273.261.463.448.453.652.662.951.253.152.856.453.1
ETO 68.169.171.474.359.458.368.269.871.179.072.971.377.3
AVK 65.966.676.270.373.867.367.366.873.576.874.077.375.3
FOF 65.360.262.664.967.156.757.768.164.257.549.342.743.1
ERH 65.368.748.833.825.210.816.927.910.38.79.59.68.5
NIE 64.660.868.371.866.072.073.672.874.272.972.671.073.8
GLV 59.046.246.752.061.367.060.966.666.664.960.660.358.1
CHI 51.454.964.063.972.257.966.064.269.072.165.265.857.7
PCF 46.151.844.860.543.052.647.165.262.758.552.367.252.2
FT 40.739.033.635.433.117.725.926.312.811.410.513.415.3
JRI 40.451.242.840.427.332.937.552.645.140.741.346.147.1
NCZ 39.237.442.640.021.729.538.750.744.630.045.745.740.2
ZTR 37.236.027.140.334.926.936.539.132.323.111.110.310.3
NCV 34.632.538.937.819.422.834.444.243.834.543.442.340.1
ECF 23.318.718.814.810.616.617.018.222.217.419.926.931.1
GCV 21.67.615.510.58.38.211.510.527.317.19.18.79.3
BCV 15.312.017.413.59.011.013.915.711.18.79.810.311.6
CHY 14.118.230.845.845.437.147.250.266.974.265.564.862.8
RCG 5.36.05.45.88.15.25.25.16.35.04.75.76.2
NXDT 1.61.21.51.31.72.11.61.91.51.01.01.31.5

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