Royce Small-Cap Total Return Fund advanced 2.4% in 2025 but trailed its benchmark. Read the full analysis for more details.

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 long-term growth of capital and current income. Royce & Associates, LP ("Royce"), the fund's investment adviser, invests the fund's assets primarily in dividend-paying equity ...

Calamos Strategic Total Return Fund (CSQ) gained 2.99% on NAV in Q4 2025, outperforming its blended benchmark. Read the full analysis for more details.

Bond returns cooled in the second quarter, as investors worried about the inflationary impact of tariffs and the growing federal budget deficit. The actively managed Vanguard Short-Term ...

DENVER, CO / ACCESS Newswire / January 30, 2026 / On January 30, 2026, SRH Total Return Fund, Inc. (NYSE:STEW) (the "Fund"), a closed-end investment company, will pay a distribution on its common ...

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 ...

Under the terms of its Managed Distribution Plan, the Fund will seek to maintain a consistent distribution level that may be paid, in part or in full, from net investment income and realized capital ...

Discover the importance of total return investing in portfolio management, its benefits, strategies, and tax considerations. Seek professional guidance.

NEW YORK--(BUSINESS WIRE)--Lazard Global Total Return and Income Fund, Inc. (the "Fund") (NYSE:LGI) is confirming today, as previously authorized by its Board of Directors pursuant to a Managed ...

Most of the largest active bond funds beat their peers in the quarter, while most of the largest index funds lagged. The PIMCO Total Return Fund tied for the top rank among the largest active funds.