As of September 30, 2025, the $1.60 billion RCIRX generated a total return of 6.13% year-to-date and 39.22% since its October 1, 2020 inception. “The past five years have been one of the most volatile ...
The investment seeks to provide a high level of risk-adjusted current income and capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in ...
The investment seeks total return, consisting of current income exempt from federal income tax and of capital appreciation, consistent with moderate fluctuation of principal. Under normal ...
Each of the 10 largest active bond funds beat their category averages in 2025, while six of the 10 largest bond index funds outperformed. PIMCO Total Return Fund and PIMCO Income Fund held the highest ...
AGF Investments Inc. (AGF Investments) today announced the January 2026 cash distributions for AGF Enhanced U.S. Equity Income Fund*, AGF Total Return Bond Fund* and AGF Systematic Global ...
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, ...
Eaton Vance Enhanced Equity Income Fund is a Strong Buy for superior balance of yield & total return in covered call space. Read more on EOI CEF here.
The debt securities category will always be the first choice for risk-averse investors because this class of instruments ...