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 ...

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.

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

Retirees looking for predictable income have spent the past year rediscovering an old workhorse: high quality corporate bonds ...

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, ...

The Fund seeks high total return (current income and long term growth of capital), by investing, under normal market conditions, at least 65% of its total assets in fixed income securities.

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 ...

The catastrophe bond market experienced its third consecutive year of double-digit returns in 2025, with perhaps the most ...

The DoubleLine Total Return Bond fund falls within Morningstar’s intermediate-term bond category. Intermediate-term bonds are those with maturities in the three- to 10-year rang ...

Columbia Total Return Bond Fund Institutional Class shares returned 2.05% for the period ended September 30, 2025. The fund’s duration positioning was a marginal detractor from performance. Sector ...