Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

The investment seeks a competitive total return, with income as a secondary objective. The fund invests at least 80% of its net assets in bonds that the sub-adviser considers to be attractive from a ...

The investment seeks to maximize long term total return through a combination of current income and capital appreciation, consistent with capital preservation. The fund invests in various types of ...

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.

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 ...

A focused fund is a mutual fund concentrated on a limited set of stocks or bonds with specific characteristics. Learn how it works and discover real-world examples.

Dividend investing and total return investing are often presented as competing philosophies, each with its own set of loyal ...

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, ...

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 ...

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 ...