Royce Small-Cap Total Return Fund advanced 2.4% in 2025 but trailed its benchmark. Read the full analysis for more details.

What Is Total Return Investing? Total return investing is a long-term investment strategy focused on maximizing the overall return of a portfolio, which includes both capital appreciation and income ...

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 ...

Mutual Fund Returns Explained: Smart investing is built on a clear understanding of returns, not merely on chasing the highest possible gains. Understanding mutual fund returns requires more than ...

As of September 30, 2025, the $1.60 billion RCIRX generated a total return of 6.13% year-to-date and 39.22% since its October 1, 2020 inception. “The past five years have been one of the most volatile ...

Most of the largest active bond funds beat their peers in the quarter, while most of the largest index funds lagged. The PIMCO Total Return Fund tied for the top rank among the largest active funds.

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 ...