By Scott Ronalds
Our Income Fund is a key part of our balanced clients’ portfolios. It’s also the largest holding in the Founders Fund.
Bonds are on many investors’ minds these days. They provided stellar returns last year, but interest rates are at rock bottom levels. Tom recently met with CC&L’s Brian Eby (the lead manager of the fund) to discuss the fund’s performance, composition, some of the strategies his team is pursuing, and return expectations going forward.
(If you can't see the video, click here.)
Brian was in his element on the day of shooting, so we kept the film rolling and updated our ‘Overview of CC&L’ video, which you can watch here.
Management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns.