BackHerzfeld Caribbean Basin Fund Overview

Herzfeld Caribbean Basin Fund Total Assets

Herzfeld Caribbean Basin Fund's total assets is $51M.

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Total Assets
$51.31M
43.80% YoYΔ $15.63M vs prior year quarter

Peer average

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Herzfeld Caribbean Basin Fund Total Assets History

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Herzfeld Caribbean Basin Fund vs. peers: Total Assets Comparison

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Herzfeld Caribbean Basin Fund Total Assets Growth (YoY per quarter)

Latest change versus the prior comparable period (same company).

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Herzfeld Caribbean Basin Fund (CUBA) FAQ

The latest total assets for CUBA is $51M as of June 2024. That compares with $36M in the prior-year period — up 43.8% year over year. Investors often review this figure alongside Herzfeld Caribbean Basin Fund's historical trend and sector peers before judging valuation or financial health.

Over the past year, CUBA's total assets moved from $36M to $51M — a 43.8% year-over-year increase. If the trend continues in the same direction for several quarters, it can signal a meaningful shift in Herzfeld Caribbean Basin Fund's operating scale or balance-sheet position.

A total assets figure of $51M for CUBA is a snapshot of scale on that line item. On its own it does not say whether the business is healthy — you also want growth rate, margins, and how the number compares with similar companies. Explore the charts below for those layers of context.

After noting CUBA's total assets ($51M), review year-over-year change from $36M, peer averages, and a few neighboring metrics such as revenue, margins, or valuation multiples. That combination usually beats staring at a single figure. The navigation links on this page jump you to those related views.