Regan Total Return Income FundRCIRX

MUTUAL FUNDRegan
Type
Mutual fund
Peer group
Taxable bond
Net assets
$2.3B
Expense ratio
0.99%
1-year return
+4.1%
3 years, a year
—
5 years, a year
—
12-month yield
5.67%
Holdings
2,108

What it aims to do.

The Regan Total Return Income Fund (the Total Return Fund or the Fund) seeks to provide a high level of risk-adjusted current income and capital appreciation.

Top 10 holdings.

Holding% of fund
Freddie Mac2.44%
US Treasury Frn2.20%
US Treasury Frn2.18%
US Treasury Frn2.18%
Treasury Bill1.76%
Treasury Bill1.72%
Government National Mortgage A1.52%
Freddie Mac1.29%
US Treasury Frn1.22%
First American Government Obli1.11%

More on RCIRX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.