CEFs: Balanced Funds

Volume Filter dolVol21 ----- dolVol21 Vol60 > < 0 ----- 0 100,000 500,000 1,000,000 5,000,000 10,000,000 Right Column:      default ----- default Price Volume cGroup $vol-21 Rtn-10d Rtn-2mo Rtn-4mo Rtn-5mo Rtn-3-6-12 Rtn-YTD RRS-21 RRS-42 RRS-63 RRS-126 RRS-189 RRS-252 1stDate

Data Timeliness Current Last Close

Check desired symbols for Comparison Chart or to View Correlations.

 

Viewing data as of 2024-05-14 4:10 pm ET (10 min updates).

✓	Name	Symbol	RSf	Rtn-1d	Rtn-5d	Rtn-1mo	Rtn-3mo	Rtn-6mo	Rtn-1yr	$vol-21
	LMP Capital & Income	SCD	94.41	1.78	1.84	8.81	12.49	32.63	42.90	601k
	Tortoise Power & Energy Infra	TPZ	90.62	-0.19	1.04	4.75	12.50	22.66	35.32	168k
	Calamos Global Dynamic Income	CHW	89.08	0.53	0.08	2.87	11.91	27.98	27.74	933k
	Calamos Global Total Return	CGO	89.06	-0.14	0.76	6.21	12.42	27.74	26.50	291k
	Special Opportunities Fund	SPE	85.55	0.39	2.31	4.78	8.60	23.16	31.08	259k
	Wells Fargo Adv Glo Div Opp	EOD	83.94	-0.42	0.21	6.03	10.54	24.38	25.50	452k
	Calamos Strategic Total Return	CSQ	80.43	1.12	1.20	4.72	6.26	25.25	29.94	3m
	EV Tax Adv Global Dividend Inc	ETG	73.50	0.72	1.67	6.59	6.75	23.05	24.24	2m
	EV Tax Advantaged Dividend Inc	EVT	70.12	0.44	1.47	6.93	9.73	25.24	18.24	2m
	Cohen & Steers REIT & Preferred Inc	RNP	69.98	0.27	1.56	7.51	5.51	26.21	22.88	2m
	EV Tax Adv Global Div Opps	ETO	68.59	0.36	1.61	6.27	6.49	21.45	23.21	545k
	JH Tax-Advantaged Dividend Inc	HTD	65.64	0.05	1.13	10.86	10.94	26.16	10.44	1m
	Advent Claymore Conv & Income	AVK	63.61	0.19	0.10	7.37	5.02	28.11	17.66	1m
	Wells Fargo Adv Util & High In	ERH	62.15	-0.10	2.11	13.56	15.54	21.30	3.96	543k
	Clough Global Opportunities	GLO	59.15	0.00	0.60	3.00	6.07	20.10	20.01	750k
	AllianzGI Equity & Conv Inc	NIE	56.22	0.54	0.41	2.48	4.41	17.43	22.95	1m
	Cohen & Steers Closed-End Opp	FOF	56.03	-0.29	-0.37	5.94	5.74	15.81	21.04	673k
	Nuveen Real Asset Inc and Grwt	JRI	49.38	0.38	1.11	6.88	5.50	17.71	13.45	891k
	Calamos Convertible Opps & Inc	CHI	47.97	0.00	-0.31	5.30	4.65	15.98	17.42	2m
	Clough Global Allocation	GLV	47.22	-0.27	0.82	2.35	5.19	17.22	14.03	433k
	Putnam High Income Securities	PCF	46.53	0.60	2.15	5.75	4.95	13.17	20.17	915k
	Franklin Universal Trust	FT	38.14	-0.07	1.48	8.30	7.16	11.67	9.09	294k
	Virtus Global Div & Inc Fund	ZTR	33.89	0.09	0.19	2.44	8.01	15.28	1.01	3m
	AllianzGI Convertible & Inc II	NCZ	33.69	0.35	-1.04	5.48	2.41	13.55	11.81	778k
	AllianzGI Convertible & Income	NCV	29.74	0.79	-0.65	6.73	1.75	10.71	11.95	1m
	Calamos Convertible & High	CHY	20.46	0.54	-0.26	3.13	-3.60	3.83	15.96	2m
	Ellsworth Fund	ECF	16.18	0.19	0.13	1.92	0.54	10.16	7.32	339k
	Bancroft Fund	BCV	14.00	0.52	-0.97	4.13	0.63	11.51	3.15	260k
	Gabelli Convertible & Income	GCV	8.21	0.42	-0.96	4.64	1.98	10.89	-6.87	113k
	RENN Glb. Entrepreneurs Fund	RCG	6.41	0.00	3.45	1.23	3.77	3.13	-7.30	8k
	NexPoint Div Real Estate CEF	NXDT	1.59	0.00	-3.58	-7.20	-7.83	-22.87	-32.21	684k

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 2024-05-14 4:10 pm ET (10 min updates).

Symbol	05/14	05/07	04/30	04/23	04/16	04/09	04/02	03/25	03/18	03/11	03/04	02/26	02/16
SCD	94.4	94.9	96.3	95.6	91.3	94.7	93.4	93.9	92.8	88.8	86.2	86.9	87.7
TPZ	90.6	90.3	90.6	91.2	86.2	90.6	92.4	90.5	89.3	83.7	78.0	78.3	76.3
CHW	89.1	91.3	91.6	88.3	89.5	86.4	87.6	81.5	82.4	78.3	73.9	73.4	68.9
CGO	89.1	91.0	90.4	86.7	83.4	84.2	84.2	85.1	92.1	76.6	73.1	68.3	65.0
SPE	85.6	81.0	87.0	85.2	76.6	78.3	79.6	79.0	82.6	73.9	75.3	74.2	72.6
EOD	83.9	85.5	80.1	71.3	72.6	76.1	76.3	72.4	72.9	64.2	67.7	57.9	54.2
CSQ	80.4	80.0	81.3	80.4	77.9	79.7	82.0	81.5	83.8	85.1	80.3	84.2	85.5
ETG	73.5	70.3	70.6	69.6	63.9	72.7	72.8	73.7	76.8	74.8	72.3	76.7	76.8
EVT	70.1	67.2	62.4	51.6	50.4	59.5	60.4	55.1	51.1	53.5	55.1	52.7	50.2
RNP	70.0	55.8	50.1	73.2	41.8	58.0	65.7	71.0	69.5	75.2	73.7	70.8	69.9
ETO	68.6	70.7	74.4	67.8	63.4	67.6	67.2	71.1	74.1	73.7	71.5	76.3	75.5
HTD	65.6	60.9	45.8	53.0	19.9	29.9	39.1	31.0	16.7	17.2	22.8	22.3	25.8
AVK	63.6	76.2	73.1	71.2	58.6	69.3	67.0	72.4	75.4	77.7	72.7	79.1	75.3
ERH	62.1	60.3	39.5	24.6	11.6	15.0	26.6	17.7	8.5	8.5	10.0	8.7	7.6
GLO	59.2	65.2	71.3	73.1	78.3	73.6	72.3	77.5	71.3	70.5	69.0	70.5	72.8
NIE	56.2	67.1	74.4	70.8	69.7	72.2	75.3	72.8	75.3	75.2	75.5	74.2	78.1
FOF	56.0	63.6	67.0	72.7	55.0	60.8	65.5	61.9	62.2	49.6	47.1	44.1	44.4
JRI	49.4	43.5	43.0	34.0	25.7	37.0	43.5	54.1	41.0	42.9	45.0	48.8	42.9
CHI	48.0	62.2	64.5	68.9	49.5	68.5	58.0	72.0	70.2	66.3	61.4	62.3	54.5
GLV	47.2	44.2	49.7	56.8	70.2	58.7	68.0	66.4	57.8	59.3	60.2	56.8	54.1
PCF	46.5	50.7	55.2	46.7	44.1	51.1	51.7	63.6	65.9	50.5	63.7	79.1	52.3
FT	38.1	38.5	32.9	34.4	19.5	25.7	28.0	21.2	13.6	14.0	12.0	11.5	15.0
ZTR	33.9	32.4	35.9	37.6	24.9	29.7	35.2	31.4	21.8	28.1	9.9	9.6	10.4
NCZ	33.7	42.5	36.1	35.4	20.9	39.4	36.8	50.5	39.4	41.6	43.5	44.3	39.0
NCV	29.7	35.4	33.2	32.3	21.7	34.4	34.5	45.6	42.5	36.2	35.5	42.7	40.9
CHY	20.5	27.1	41.2	50.0	29.2	49.9	43.3	65.8	72.4	68.5	61.2	63.6	63.2
ECF	16.2	22.9	14.1	11.9	12.7	21.0	14.8	20.8	14.4	20.1	22.5	27.2	36.1
BCV	14.0	24.0	14.5	10.1	8.1	13.5	12.9	14.9	8.2	9.4	10.8	10.9	19.3
GCV	8.2	12.3	12.3	9.9	6.5	11.6	13.0	20.6	14.7	9.0	10.6	9.1	10.1
RCG	6.4	4.3	4.7	8.3	4.9	4.8	5.4	4.9	5.8	4.7	4.4	5.4	7.4
NXDT	1.6	1.4	0.8	2.2	1.7	1.6	1.1	1.9	0.9	1.1	1.2	1.4	1.6

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