SRH Total Return Fund (STEW) trades at a ~21% discount, offering defensive total returns and tax-advantaged yield. Read here ...
The investment seeks total return. MFS invests the fund's assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership ...
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% ...
Fiscal YTD Cumulative Total Return on NAV is the percentage change in the Fund's NAV from the first day of the fiscal year to this month end, including distributions paid and assuming reinvestment of ...
Each Fund’s distribution policy provides for the resetting of the monthly distribution amount per share (“Distribution Amount”) annually, based on each Fund’s net asset value on the last business day ...
DENVER, CO / ACCESS Newswire / October 31, 2025 / On October 31, 2025, SRH Total Return Fund, Inc. (NYSE:STEW) (the "Fund"), a closed-end investment company, will pay a distribution on its common ...
PIMCO Total Return ETF (BOND - News) is outperforming its mutual-fund cousin although both portfolios are overseen by legendary bond manager Bill Gross. Why the difference in returns? Apparently, size ...
*AGF Enhanced U.S. Equity Income Fund and AGF Total Return Bond Fund are mutual funds with an ETF series option. Further information about the AGF ETFs can be found at AGF.com. This information is not ...
Can ISPY outdo GPIX? Compare these ETFs on strategy, risk, and upside potential today. Read more macro analysis here.
(2) Average Annual Total Return on NAV is the annual compound return for the five-year period. It reflects the change in the Fund’s NAV and reinvestment of all distributions. (3) Annualized Current ...
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