For the quarter ending December 31, 2025, the fund returned -2.78% on market price and -1.91% on NAV, compared with the 2.40% ...

Wade Pfau, an expert on retirement income and a professor at the American College of Financial Services, has always been curious about the ways in which partially annuitizing a client portfolio can ...

Royce SMid-Cap Total Return Fund was up 4.0% in 2025 versus a gain of 11.9% for its benchmark, Russell 2500 Index, for the ...

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 ...

Each Fund’s distribution policy provides for the resetting of the monthly distribution amount per share (“Distribution Amount”) annually, based on each Fund’s net asset value on the last business day ...

Under the terms of its Managed Distribution Plan, the Fund will seek to maintain a consistent distribution level that may be paid, in part or in full, from net investment income and realized capital ...

The major indices have fought their way back to slight gains for 2025. The winter/spring sell-off took the major indices down the most since 2022. Five top Dividend Kings are delivering incredible ...