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 ...

Learn how to calculate and interpret ROGIC to assess a company's profitability from its investments and improve your financial decision-making skills.

The standard recommendation for investing for retirement is a straightforward one: Invest 10% (or more!) of your annual income, preferably via a tax-deferred account such as a 401(k) plan with an ...

Investors love dividend stocks, especially those with ultra-high yields, because they provide a substantial passive income stream and offer significant total return potential. Total return includes ...

Investors love high-yield dividend stocks, especially the blue chip variety, because they offer a significant income stream and have massive total return potential. Total return includes interest, ...

The Fund estimates that it has distributed more than its income and capital gains; therefore, a portion of your distribution may be a return of capital. A return of capital may occur, for example, ...

Matt Frankel, CFP, is a contributing Motley Fool stock market analyst and personal finance expert covering financial stocks, REITs, SPACs, and personal finance. Prior to The Motley Fool, Matt taught ...

The US equity markets continued to rebound from their April lows and generated strong gains in the third quarter, demonstrating remarkable resilience in the face of persistent uncertainties and ...

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 ...