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Putnam Master Intermediate Income Trust

Putnam Master Intermediate Income Trust logo
Market Cap: Low
Employees: Not Available

N/A

Putnam Master Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the fixed income markets of the United States. The fund invests in bonds of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the Barclays Capital Government/Credit Bond Index. Putnam Master Intermediate Income Trust was formed on April 29, 1988 and is domiciled in the United States.

No tags available.

Symbol: PIM

Recent Price: $3.22

Industry: Asset Management - Income

CEO: Mr. Robert Lloyd Reynolds

Sector: Financial Services

Employees: N/A

Address: 100 Federal Street, Boston, MA 02110

Phone: 617 292 1000

Leadership

  • Shep Perkins, Chief Investment Officer
  • Kate Lakin, Director of Research Core Strategies
  • Alan G. McCormack, Ph.D., CFA, Head of Quantitative Equities and Risk
  • Marc Lindquist, Head of Trading
  • Franklin Templeton Investments, Parent Company

Last updated: 2024-12-31

PIMCO Global StocksPLUS & Income Fund

PIMCO Global StocksPLUS & Income Fund logo
Market Cap: Low
Employees: Lowest

N/A

PIMCO Global Stocksplus & Income Fund is a closed ended balanced mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Pacific Investment Management Company LLC. It invests in fixed income and public equity markets across the globe. The fund uses a long/short strategy to invest in securities by using financial derivatives such as options. It invests in mortgage-related, government, corporate and other debt securities of U.S. and non-U.S. issuers and emerging market bonds. The fund invests in investment grade securities with a low- to intermediate-average duration. It invests in stocks of companies across diversified sectors. PIMCO Global Stocksplus & Income Fund was formed on April 30, 2003 and is domiciled in the United States.

No tags available.

Symbol: PGP

Recent Price: $7.84

Industry: Asset Management - Income

CEO: Mr. Daniel John Ivascyn

Sector: Financial Services

Employees: 0

Address: 650 Newport Center Drive, Newport Beach, CA 92660

Phone: 949 720 6000

Last updated: 2024-12-31

LPL Financial Holdings Inc.

LPL Financial Holdings Inc. logo
Market Cap: Highest
Employees: Highest

N/A

LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.

No tags available.

Symbol: LPLA

Recent Price: $326.98

Industry: Financial - Capital Markets

CEO: Mr. Richard Steinmeier

Sector: Financial Services

Employees: 8787

Address: 4707 Executive Drive, San Diego, CA 92121

Phone: 800 877 7210

Last updated: 2024-12-31

PIMCO Access Income Fund

PIMCO Access Income Fund logo
Market Cap: Medium
Employees: Not Available

N/A

PIMCO Access Income Fund is close-ended fixed income mutual fund launched and managed by Pacific Investment Management Company LLC. It invests in fixed income markets of global region. The fund primarily invests in corporate debt, mortgage-related and other asset-backed instruments, government and sovereign debt, taxable municipal bonds, floating-rate income-producing securities with varying maturities. It employs fundamental analysis bottom-up and top-down securities picking approach to create its portfolio. PIMCO Access Income Fund is domiciled in the United States.

No tags available.

Symbol: PAXS

Recent Price: $15.13

Industry: Asset Management - Income

CEO: N/A

Sector: Financial Services

Employees: N/A

Address: 650 Newport Center Drive, Newport Beach, CA 92660

Phone: 949 720 6000

Last updated: 2024-12-31

High Income Securities Fund

High Income Securities Fund logo
Market Cap: Low
Employees: Not Available

N/A

High Income Securities Fund is a closed-ended balanced income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the fixed income markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It invests in both convertible bonds and convertible preferred stocks. The fund benchmarks the performance of its portfolio against a composite index comprising of 50% JPMorgan Developed High Yield Index and 50% BofA Merrill Lynch AllConvertibles Speculative Quality Index. The fund was formerly known as Putnam High Income Securities Fund High Income Securities Fund was formed on July 9, 1987 and is domiciled in the United States.

No tags available.

Symbol: PCF

Recent Price: $6.50

Industry: Asset Management - Income

CEO: Mr. Andrew Dakos

Sector: Financial Services

Employees: N/A

Address: 100 Federal Street, Boston, MA 02110

Phone: 617 292 1000

Leadership

  • Shep Perkins, CFA, Chief Investment Officer
  • Kate Lakin, Director of Research Core Strategies
  • Alan G. McCormack, Ph.D., CFA, Head of Quantitative Equities and Risk
  • Marc Lindquist, Head of Trading

Last updated: 2024-12-31

Lazard Global Total Return and Income Fund, Inc.

Lazard Global Total Return and Income Fund, Inc. logo
Market Cap: Low
Employees: Lowest

Lazard Global Total Return and Income Fund, Inc.

Lazard Global Total Return and Income Fund, Inc. is a closed ended balanced mutual fund that invests in public equity and fixed income markets globally, launched and managed by Lazard Asset Management LLC.

Tags: equity, fixed income, global, investment, mutual fund, stock market

Symbol: LGI

Recent Price: $16.02

Industry: Asset Management - Income

CEO: Mr. Charles Laurence Carroll

Sector: Financial Services

Employees: 0

Address: 30 Rockefeller Plaza, New York, NY 10112

Phone: 212 632 6000

Last updated: 2024-12-31

PIMCO California Municipal Income Fund II

PIMCO California Municipal Income Fund II logo
Market Cap: Low
Employees: Lowest

N/A

PIMCO California Municipal Income Fund II is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets of United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in municipal fixed-income securities. Its portfolio of investments include investments in California municipal bonds and notes, other municipal bonds and notes, call and put options written, California variable rate notes, other variable rate notes, corporate notes, California variable rate demand note, and U.S. treasury bills. PIMCO California Municipal Income Fund II was formed in June 28, 2002 and is domiciled in United States.

No tags available.

Symbol: PCK

Recent Price: $5.71

Industry: Asset Management - Income

CEO: Mr. David Hammer

Sector: Financial Services

Employees: 0

Address: 650 Newport Center Drive, Newport Beach, CA 92660

Phone: 949 720 6000

Last updated: 2024-12-31

PIMCO California Municipal Income Fund

PIMCO California Municipal Income Fund logo
Market Cap: Low
Employees: Not Available

N/A

PIMCO California Municipal Income Fund is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in municipal bonds. PIMCO California Municipal Income Fund was formed on June 29, 2001 and is domiciled in New York.

No tags available.

Symbol: PCQ

Recent Price: $8.97

Industry: Asset Management - Income

CEO: Mr. Lew Wallace Jacobs IV

Sector: Financial Services

Employees: N/A

Address: 650 Newport Center Drive, Newport Beach, CA 92660

Phone: 949 720 6000

Last updated: 2024-12-31

PIMCO Dynamic Income Fund

PIMCO Dynamic Income Fund logo
Market Cap: Highest
Employees: Not Available

N/A

PIMCO Dynamic Income Fund is a close ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets across the globe. It invests in multiple fixed-income sectors, including non-agency residential and commercial mortgage-backed securities and below investment-grade securities. The fund primarily invests in mortgage-backed securities, investment-grade and high-yield corporate bonds, developed and emerging markets corporate bonds, and sovereign bonds. PIMCO Dynamic Income Fund was formed on May 30, 2012 and is domiciled in the United States.

No tags available.

Symbol: PDI

Recent Price: $18.33

Industry: Asset Management - Income

CEO: N/A

Sector: Financial Services

Employees: N/A

Address: 650 Newport Center Drive, Newport Beach, CA 92660

Phone: 949 720 6000

Last updated: 2024-12-31

Nuveen Municipal Credit Income Fund

Nuveen Municipal Credit Income Fund logo
Market Cap: High
Employees: Not Available

N/A

Nuveen Municipal Credit Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of the United States. The fund invests in undervalued municipal securities and other related investments the income from which is exempt from regular federal income taxes. It seeks to invest in investment grade securities rated Baa/BBB or better with an average maturity of around 18 years. The fund employs fundamental analysis with a focus on bottom-up stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against Standard & Poor's (S&P) National Municipal Bond Index. It was formerly known as Nuveen Enhanced Municipal Credit Opportunities Fund. Nuveen Municipal Credit Income Fund was formed on March 21, 2001 and is domiciled in the United States.

No tags available.

Symbol: NZF

Recent Price: $12.19

Industry: Asset Management - Income

CEO: Mr. Alan Glenn Berkshire

Sector: Financial Services

Employees: N/A

Address: 333 West Wacker Drive, Chicago, IL 60606-1220

Phone: 312 917 7700

Leadership

  • Bill Huffman, Chief Executive Officer
  • Tara Giuliano, Chief Marketing Officer
  • Vijay Kasarabada, Chief Information Officer
  • Amy O'Brien, Global Head of Responsible Investing
  • Mike Perry, Head of Global Client Group and Global Product
  • Seun Salami, CPA, Chief Financial Officer
  • Mike Sales, Chief Executive Officer, Real Assets
  • Josh Shamansky, Chief Human Resources Officer
  • Loran Shanahan, Chief Administrative Officer
  • Saira Malik, CFA®, Head of Nuveen Equities and Fixed Income, Chief Investment Officer
  • Kevin McCarthy, Secretary and General Counsel
  • Joe Castro, Chief Compliance Officer
  • Mary Beth Ramsay, FSA, Chief Risk Officer

Last updated: 2024-12-31

Principal Real Estate Income Fund

Principal Real Estate Income Fund logo
Market Cap: Lowest
Employees: Not Available

N/A

Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in commercial mortgage backed securities, real estate investment trusts and REIT-like entities. The fund invests in value stocks of companies. It uses financial derivatives such as credit default swaps, interest rate swaps, caps, floors and collars, currency futures and forwards, rate forwards, and interest rate futures to invest in securities. The fund employs fundamental analysis with a combination of top-down and bottom-up stock picking approach while focusing on factors such as macro outlook on the economy, real estate cycle and real estate fundamentals, shorter-term tactical allocation shifts upon a continual assessment of market valuations, quantitative, analysis, and technical indicators to create it portfolio. Principal Real Estate Income Fund was formed on August 31, 2012 and is domiciled in the United States.

No tags available.

Symbol: PGZ

Recent Price: $9.74

Industry: Asset Management - Income

CEO: N/A

Sector: Financial Services

Employees: N/A

Address: 1290 Broadway, Denver, CO 80203

Phone: 303 623 2577

Last updated: 2024-12-31

PIMCO New York Municipal Income Fund

PIMCO New York Municipal Income Fund logo
Market Cap: Lowest
Employees: Not Available

N/A

PIMCO New York Municipal Income Fund is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in municipal securities. The fund's investment portfolio includes investments in hospital, water and sewer, tobacco, state and local general obligations, education, lease, tax, and power sectors. PIMCO New York Municipal Income Fund was formed on June 29, 2001 and is domiciled in United States.

No tags available.

Symbol: PNF

Recent Price: $7.41

Industry: Asset Management - Income

CEO: Mr. John B. Cummings

Sector: Financial Services

Employees: N/A

Address: 650 Newport Center Drive, Newport Beach, CA 92660

Phone: 949 720 6000

Last updated: 2024-12-31

PIMCO California Municipal Income Fund III

PIMCO California Municipal Income Fund III logo
Market Cap: Low
Employees: Not Available

N/A

PIMCO California Municipal Income Fund III is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets. It seeks to invest in stocks of companies operating across diversified sectors. Its investment portfolio include California municipal bonds, and other municipal bonds and notes; California variable rate notes and other variable rate notes; California variable rate demand notes and other variable rate demand notes; U.S. treasury bills; and call options written and put options written. PIMCO California Municipal Income Fund III was formed on October 31, 2002 and is domiciled in United States.

No tags available.

Symbol: PZC

Recent Price: $7.21

Industry: Asset Management - Income

CEO: Mr. David Hammer

Sector: Financial Services

Employees: N/A

Address: 650 Newport Center Drive, Newport Beach, CA 92660

Phone: 949 720 6000

Last updated: 2024-11-08

RiverNorth Capital and Income Fund, Inc.

RiverNorth Capital and Income Fund, Inc. logo
Market Cap: Lowest
Employees: Not Available

N/A

RiverNorth Capital & Income Fund, Inc.. is a non-diversified, closed end management investment company. Its investment objective is to seek a high level of current income. The firm seeks to accomplish its objective by constructing a diversified portfolio of consumer, small business and specialty finance debt assets generated from selected marketplace lending originators. The company was founded on June 9, 2015 and is headquartered in West Palm Beach, FL.

No tags available.

Symbol: RSF

Recent Price: $15.18

Industry: Asset Management

CEO: Patrick William Galley

Sector: Financial Services

Employees: N/A

Address: 325 North LaSalle Street, Chicago, IL 60654

Phone: 312-832-1440

Last updated: 2024-12-31

LMP Capital and Income Fund Inc.

LMP Capital and Income Fund Inc. logo
Market Cap: Low
Employees: Not Available

N/A

LMP Capital and Income Fund Inc. is a closed ended balanced mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by Clearbridge Investments, LLC, Western Asset Management Company Limited, and Western Asset Management Company. The fund invests in public equity and fixed income markets across the globe. It seeks to invest in securities of companies operating across diversified sectors. The fund primarily invests in stocks of large-cap companies, intermediate period corporate bonds and notes rated at least A-, energy and non-energy master limited partnerships, and real estate investment trusts. It focuses on such factors as economic, market, or political conditions, fiscal and monetary policy, and security valuation to create its portfolio. The fund benchmarks the performance of its portfolio against the U.S. Aggregate Index and S&P 500 Index. It was formerly known as Salomon Brothers Capital and Income Fund Inc. LMP Capital and Income Fund Inc. was formed on November 12, 2003 and is domiciled in the United States.

No tags available.

Symbol: SCD

Recent Price: $17.20

Industry: Asset Management - Income

CEO: Mr. Kenneth Donald Fuller

Sector: Financial Services

Employees: N/A

Address: 620 Eighth Avenue, New York, NY 10018

Phone: 212-805-2000

Last updated: 2024-12-31

Templeton Emerging Markets Income Fund

Templeton Emerging Markets Income Fund logo
Market Cap: Low
Employees: Not Available

N/A

Templeton Emerging Markets Income Fund is a closed-ended fixed income mutual fund launched by Franklin Resources, Inc. It is managed by Franklin Advisers, Inc. The fund invests in the fixed income markets of emerging market countries across the globe. It primarily invests in bonds issued by sovereign or sovereign-related entities and private sector companies. The fund benchmarks the performance of its portfolio against the J.P. Morgan Emerging Markets Bond Index. Templeton Emerging Markets Income Fund was formed on September 23, 1993 and is domiciled in the United States.

No tags available.

Symbol: TEI

Recent Price: $5.62

Industry: Asset Management - Income

CEO: Mr. Rupert Harris Johnson Jr.

Sector: Financial Services

Employees: N/A

Address: One Franklin Parkway, San Mateo, CA 94403-1906

Phone: 650-312-3000

Last updated: 2024-11-08

Delaware Investments National Municipal Income Fund

Delaware Investments National Municipal Income Fund logo
Market Cap: Low
Employees: Not Available

N/A

Delaware Investments National Municipal Income Fund is a closed-ended fixed income mutual fund launched by Delaware Management Holdings, Inc. The fund is managed by Delaware Management Business Trust. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal obligations, the income from which is exempt from federal income taxes. Its investments include airport revenue bonds, escrowed to maturity bonds, hospital revenue bonds, pre-refunded bonds, public power revenue bonds, school district general obligation bonds, and short term investments. The fund benchmarks the performance of its portfolio against the Barclays Municipal Bond Index and Lipper CE General & Insured Municipal Debt Funds (Leveraged) Average. Delaware Investments National Municipal Income Fund was formed on February 26, 1993 and is domiciled in the United States.

No tags available.

Symbol: VFL

Recent Price: $10.08

Industry: Asset Management - Income

CEO: Mr. John P. McCarthy Jr.

Sector: Financial Services

Employees: N/A

Address: 2005 Market Street, Philadelphia, PA 19103-7094

Phone: 215-255-1200

Last updated: 2024-12-31

Western Asset Inflation-Linked Income Fund

Western Asset Inflation-Linked Income Fund logo
Market Cap: Low
Employees: Lowest

N/A

Western Asset/Claymore Inflation-Linked Securities & Income Fund is a closed-ended fixed income mutual fund launched by Guggenheim Partners, LLC. The fund is co-managed by Western Asset Management Company, Western Asset Management Company Limited, Western Asset Management Company Ltd., and Western Asset Management Company Pte. Ltd. It invests in fixed income markets across the globe. The fund primarily invests in investment-grade, inflation-linked securities such as U.S. TIPS, corporate bonds, and mortgage backed securities. It seeks to maintain an average portfolio duration of between zero to 15 years. The fund benchmarks the performance of its portfolio against the Barclays U.S. Government Inflation-Linked 1-10 Year Index and Barclays U.S. Government Inflation-Linked All Maturities Index. Western Asset/Claymore Inflation-Linked Securities & Income Fund was formed on September 25, 2003 and is domiciled in the United States.

No tags available.

Symbol: WIA

Recent Price: $7.97

Industry: Asset Management - Income

CEO: Mr. Kenneth Donald Fuller

Sector: Financial Services

Employees: 0

Address: 385 East Colorado Boulevard, Pasadena, CA 91101

Phone: 626-844-9400

Last updated: 2024-12-31

Legg Mason BW Global Income Opportunities Fund Inc.

Legg Mason BW Global Income Opportunities Fund Inc. logo
Market Cap: Low
Employees: Not Available

Fixed Income Mutual Fund

Legg Mason BW Global Income Opportunities Fund Inc. is a closed ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC, co-managed by Brandywine Global Investment Management, LLC, investing in fixed income markets using fundamental analysis.

Tags: Finance, Fixed Income, Investment, Mutual Fund

Symbol: BWG

Recent Price: $8.70

Industry: Asset Management - Income

CEO: Mr. Kenneth Donald Fuller

Sector: Financial Services

Employees: N/A

Address: 280 Park Avenue, New York, NY 10017

Phone: 800-822-5544

Last updated: 2024-11-08

PIMCO New York Municipal Income Fund II

PIMCO New York Municipal Income Fund II logo
Market Cap: Low
Employees: Not Available

N/A

PIMCO New York Municipal Income Fund II is a closed-ended fixed income mutual fund launched and managed by Pacific Investment Management Company LLC. It invests in the fixed income markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in municipal bonds that pay interest that is exempt from federal, New York State, and New York City income tax. It also invests in New York variable rate notes, New York variable rate demand notes, and U.S. treasury bills. The fund employs proprietary analytical models to make its investments. PIMCO New York Municipal Income Fund II was formed on March 29, 2002 and is domiciled in the United States.

No tags available.

Symbol: PNI

Recent Price: $7.14

Industry: Asset Management - Income

CEO: Mr. David Hammer

Sector: Financial Services

Employees: N/A

Address: 650 Newport Center Drive, Newport Beach, CA 92660

Phone: 949 720 6000

Last updated: 2024-12-31