Sector allocations contributed to performance, led by overweight allocations to MBS and taxable municipal bonds and an out-of ...

The investment seeks to maximize total return, consisting of income and capital appreciation, consistent with the preservation of principal. Under normal circumstances, the fund invests at least 80% ...

The investment seeks to maximize long term total return through a combination of current income and capital appreciation, consistent with capital preservation. The fund invests in various types of ...

(2) Average Annual Total Return on NAV is the annual compound return for the five-year period. It reflects the change in the Fund’s NAV and reinvestment of all distributions. (3) Annualized Current ...

Although numerous active ETFs have hit the market over the past few years, very few have managed to achieve a solid asset base. Actively managed bond ETFs though, have seen more interest than most ...

Regan Capital, an investment firm with approximately $2.9 billion in assets, celebrates the five-year anniversary of the Regan Total Return Income Fund (RCIRX), an open-ended mutual fund that invests ...

The Fund seeks strong long-term risk adjusted returns. It uses a highly flexible investment approach in an effort to provide attractive returns that are uncorrelated to moves in the broader equity and ...

PGIM Global Total Return Fund outperformed its benchmark, the Bloomberg Global Aggregate Bond Index, on a gross basis. Read ...

Virtus Total Return Fund Inc. is a diversified closed-end fund whose investment objective is capital appreciation, with income as a secondary objective. Virtus Investment Advisers, LLC, a registered ...

The amounts and sources of distributions reported in this notice are estimates only and are not being provided for tax reporting purposes. The actual amounts and sources of the distributions for tax ...