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  • Fund Type: Closed-End Fund
  • Objective: Region Fund-Latin American
  • Asset Class: Equity
  • Geographic Focus: Latin American Region

Herzfeld Caribbean Basin Fund Inc/The

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CUBA:GR

6.8360 EUR 0.0980 1.41%

As of 02:08:32 ET on 05/23/2013.

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Snapshot for Herzfeld Caribbean Basin Fund Inc/The (CUBA)

Open: 6.8360 High - Low: 6.8360 - 6.8360 Primary Exchange: Berlin
Volume: 0 52-Week Range: 4.6690 - 6.9340 Beta vs SPX: 0.6809

ETF Chart for CUBA

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  • CUBA:GR 6.8400
  • 1M
  • 1Y
6.9340
Interactive CUBA Chart

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Fund Profile & Information for CUBA

Herzfeld Caribbean Basin Fund, Inc. is a non-diversified, closed-end management investment company incorporated in the USA. The Fund's objective is long-term capital appreciation. The Fund invests primarily in equity securities of public and private companies, including U.S. based companies, whose securities are traded principally on an exchange in the Caribbean Basin.

Inception Date: 1996-11-20 Telephone: 1-305-271-1900
Managers: THOMAS J HERZFELD
Web Site: www.herzfeld.com

Fundamentals for CUBA

NAV (on 2004-12-31) 4.1200
Assets (M) (on 2012-12-31) 32.3460
Shares out (M) 0.00
Market Cap (M) 0.00
% Premium -
Average 52-Week % Premium -
Fund Leveraged N

Dividends for CUBA

Dividend Type Long Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2012-12-14) 0.1960
Dividend Yield (ttm) 2.18%

Performance for CUBA

1-Month +7.30% 1-Year +36.64%
3-Month +9.18% 3-Year +15.77%
Year To Date +26.23% 5-Year +6.57%
Expense Ratio -

Top Fund Holdings for CUBA

Filing Date: 03/31/2012
Name Position Value % of Total
Seaboard Corp 1,321 2,577,271 8.853%
Coca-Cola Femsa SAB de CV 22,500 2,382,975 8.186%
Copa Holdings SA 28,500 2,257,200 7.754%
Watsco Inc 28,100 2,080,524 7.147%
MasTec Inc 74,132 1,341,048 4.607%
Carnival Corp 41,000 1,315,280 4.518%
Royal Caribbean Cruises Ltd 44,000 1,294,920 4.448%
Bancolombia SA 19,780 1,278,975 4.393%
Norfolk Southern Corp 18,500 1,217,855 4.184%
America Movil SAB de CV 44,690 1,109,653 3.812%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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