|840 Newport Center Dr., Ste. 100 , Newport Beach, CA 92660|
|Fund Manager||Stephen Rodosky|
|Manager Tenure||14 Years 3 Months|
The Fund seeks maximum total return, consistent with prudent investment management. The Fund seeks to achieve its investment objective by investing under normal circumstances at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.
|Asset Type||% Of Allocation|
|Total Net Assets||1.37 B|
|Criteria||3 Years||5 Years||10 Years|
|Minimum Initial IRA||$0|
|Timeframe||Average Annual Current Performance Monthly As Of 09/30/2021||Average Annual Current Performance Quarterly As Of 09/30/2021||Avg Annual Current Performance Monthly As Of 09/30/2021||Avg Annual Current Performance Quarterly As Of 09/30/2021|
|Life Of Fund||
Master The Market with the Help of Our Financial Experts
Microsoft will deliver another Picasso-like masterpiece quarter, Wedbush analysts say.
Analysts respond to Netflix's third-quarter earnings and fourth-quarter slate.
Brinker says the industrywide labor shortage and rising commodity prices are eating into its profit margins.
Stocks moving in premarket trading include Netflix, Verizon, Novavax, Biogen and United Airlines.
Biogen posts third-quarter earnings that beat forecasts and also ups its full-year profit forecast amid strong expected demand for its Alzheimer's treatment drug.
Simmering inflation concerns are holding back bulls Wednesday amid a solid earnings season that has the S&P 500 within touching distance of its early September peak.
Verizon posts stronger-than-expected third-quarter earnings and lifts its full-year forecast amid strong consumer demand for 5G-enabled devices and services.
Politico reported Wednesday that Novavax is facing vaccine production delays linked to concerns over testing standards.
Credit Suisse analyst Dan Levy sees both Ford and GM beating Q3 earnings forecasts and boosting near-term profit guidance as the industry works its way out of the global semiconductor shortage.
Bitcoin surpasses $65,000 for the first time as the first bitcoin futures-based U.S. exchange traded fund hauls in more than $570 million in its first day.