Cornerstone Total Return Fund is downgraded to Hold due to its current 23% premium and potential upcoming rights offering. CRF offers a high 17.6% yield via a managed distribution policy, with ...

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 ...

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 ...

The investment seeks total return. The fund will concentrate its investments in agency and non-agency RMBS and CMBS, mortgage loans, and other securities of issuers related to mortgages and real ...

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, ...

Source: PGIM, Bloomberg as of 6/30/2025. Past performance is not indicative of future results. The ECB's policy flexibility stands in contrast with the Fed. An airgap remains between recent U.S.

Fiscal YTD Cumulative Total Return on NAV is the percentage change in the Fund's NAV from the first day of the fiscal year to this month end, including distributions paid and assuming reinvestment of ...

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 ...

In the latest edition of its annual look at dollar-weighted and time-weighted returns of over 25,000 individual U.S. open-end funds and ETFs, Morningstar found that investors continue to miss out on ...

(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 ...