Investment | Ticker | Net flow ($ millions) | Total return | Load-adjust return |
---|---|---|---|---|
PIMCO Income A | PONAX | $1,468.74 | 9.29% | 5.19% |
Lord Abbett Floating Rate A | LFRAX | $1,261.45 | 6.56% | 4.16% |
Franklin Federal Tax-Free Income A | FKTIX | $912.61 | -1.16% | -5.36% |
Victory Sycamore Established Value A | VETAX | $767.92 | 15.94% | 9.28% |
American Funds American Balanced A | ABALX | $429.04 | 10.41% | 4.07% |
BlackRock Low Duration Bond Inv A | BLDAX | $418.24 | 1.55% | -0.73% |
MainStay Tax-Free Bond A | MTBAX | $376.97 | -1.54% | -5.97% |
American Funds Tax-Exempt Bond A | AFTEX | $348.56 | -0.78% | -4.50% |
ClearBridge Large Cap Growth A | SBLGX | $325.80 | 18.27% | 11.47% |
American Funds Inflation Linked Bd A | BFIAX | $324.19 | -0.23% | -2.72% |
MFS Municipal Income A | MFIAX | $323.56 | 0.19% | -4.07% |
Spirit of America Energy A | SOAEX | $308.11 | 4.31% | -1.68% |
PIMCO Short-Term A | PSHAX | $307.84 | 3.09% | 0.77% |
Catalyst/Millburn Hedge Strategy A | MBXAX | $306.98 | 6.52% | 0.40% |
American Funds Balanced Portfolio A | BLPAX | $264.90 | 11.14% | 4.75% |
S&P 500 | N/A | 17.90% | N/A |
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