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.

Any investors hoping to find a Investment Grade - Bonds: Misc fund could think about starting with Frost Total Return Bond Investor (FATRX). FATRX has a Zacks Mutual Fund Rank of 1 (Strong Buy), which ...

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% ...

The investment seeks total return. The fund seeks to achieve its objective through a mix of current income and capital appreciation. The fund invests, under normal circumstances, at least 80% of its ...

NYSE:EVTR: $15.4 million (8.5% of AUM) NASDAQMUTFUND:JHCP: $12.5 million (6.9% of AUM) NYSEMKT:PVAL: $11.7 million (6.4% of AUM) NASDAQ:TBIL: $10.9 million (6% of AUM) NYSEMKT:IVOO: $10.5 million (5.8 ...

The debt securities category will always be the first choice for risk-averse investors because this class of instruments ...

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, ...

The tension between labor market softness and ongoing economic growth will define the bond market's path in 2026. From the fund's most recent prospectus. Net expense ratio reflects a contractual fee ...

If you've been stuck searching for Muni - Bonds funds, you might want to consider passing on by Nuveen Municipals Total Return Managed Accounts Portfolio (NMTRX) as a possibility. NMTRX possesses a ...

There are plenty of choices in the Government Mortgage - Intermediate category, but where should you start your research? Well, one fund that might be worth investigating is DoubleLine Total Return ...