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% ...

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

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 ...

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 ...

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 ...

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 ...

This article was originally published on Quiver News, read the full story. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of ...

The Kiplinger 25 is a list of our top no-load mutual funds that have proven capable of weathering any storm.

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 ...

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. Fiscal YTD Cumulative Total ...

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 ...