The debt securities category will always be the first choice for risk-averse investors because this class of instruments ...
The catastrophe bond market experienced its third consecutive year of double-digit returns in 2025, with perhaps the most ...
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 ...
The investment seeks total return. The fund, under normal circumstances, invests at least 80% of its assets (net assets plus any borrowings for investment purposes) in bonds. It will generally seek to ...
Columbia Total Return Bond Fund Institutional Class shares returned 2.05% for the period ended September 30, 2025.
Quick Read BNDX returned around 6% in 2025 but lagged U.S. bonds by roughly 4.5 percentage points. The fund has essentially broken even over five years with a -0.97% return. Dividends rose ...
The best performer among the largest active bond funds was the PIMCO Total Return Fund, which returned 3.5% in the first quarter. The iShares 20+ Year Treasury Bond ETF did the best out of the largest ...
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, ...
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.