The investment seeks total return, consisting of current income and capital appreciation. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment ...
The investment seeks total return. The fund, under normal circumstances, invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in bonds. It will generally seek to ...
Columbia Total Return Bond Fund Institutional Class shares returned 2.05% for the period ended September 30, 2025. The fund’s duration positioning was a marginal detractor from performance. Sector ...
Regan Capital, an investment firm with approximately $4 billion in assets under management, today announced that its Regan Total Return Income Fund, Institutional Class RCIRX, has been named a winner ...
Valley Financial Group increased its position in the Eaton Vance Total Return Bond ETF during the fourth quarter. The actively managed fund invests across government, corporate, and securitized bonds, ...
Pimco Total Return PTTRX continues to earn a place among the best bond funds. Despite the November 2025 retirement of former credit CIO Mark Kiesel, the management roster here remains topnotch. Mohit ...
It’s even more apparent when we express the gap as a percentage of total return, which I’ve done in the chart below. In summary, bond-fund investors captured around half of their funds’ total returns, ...