Royce Small-Cap Total Return Fund advanced 2.4% in 2025, lagging its benchmark, Russell 2000 Value Index, which was up 12.6% for the same period. The Fund’s top contributor at the position level was ...

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 ...

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 ...

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

HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Total Return Fund Inc. (NYSE: ZTR) today announced that Newfleet Asset Management’s Benjamin Caron, CFA, senior managing director and portfolio manager, has ...

Three of the portfolio’s 10 equity sectors made positive contributions to calendar-year period performance: Health Care and Financials led by wide margins, followed by Information Technology. Of the ...

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.