Bond funds’ ability to make money when falling yields lead to higher prices for their bonds was on full display in late 2023. After the yield on the benchmark US Treasury 10-year note briefly touched ...
The investment seeks to provide total return, comprised of income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets, plus borrowings for ...
Intermediate core bond funds can form the centerpiece of a fixed-income portfolio. To screen for the top-performing funds in this category, we looked for those with the best returns over the last one- ...
The majority of active intermediate core bond and corporate bond mutual funds and exchange-traded funds outperformed their average passive counterpart over the year ended June 30, according to data ...
Following the buy, UITB accounts for 13.7% of Northeast Planning Associates’ fund assets, as reported in its 13F filing. Top five holdings after the filing: NYSEMKT:SLV: $29.3 million (20.7% of AUM) ...
The investment seeks a high level of current income. The fund normally invests at least 80% of assets in debt securities of all types that Fidelity Management & Research Company LLC (FMR) (the Adviser ...
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Added 123,205 shares of VictoryShares USAA Core Intermediate-Term Bond ETF; estimated trade value $5.9 million (based on average prices in the fourth quarter of 2025). Quarter-end position value rose ...
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