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 ...

Top holdings exclude short-term holdings and cash, if applicable. Fund holdings are as of the date given, are subject to change at any time, and are not recommendations to buy or sell any security.

The Fund seeks high total return (current income and long term growth of capital), by investing, under normal market conditions, at least 65% of its total assets in fixed income securities.

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 ...

Utah-based Coign Capital bought 89,612 shares of EVTR for an estimated $4.6 million in the third quarter. The transaction represents about 2.5% of reportable assets at quarter-end. As of September 30, ...

Third-party rating agencies provide bond ratings ranging from AAA (highest) to D (lowest). When three ratings are available from Moody's Ratings, S&P and Fitch, the middle rating is used. When two are ...

The DoubleLine Total Return Bond fund falls within Morningstar’s intermediate-term bond category. Intermediate-term bonds are those with maturities in the three- to 10-year rang ...