Ocean Capital LLC (collectively with its affiliates, “Ocean Capital” or “we”) are concerned shareholders of numerous Puerto Rico closed-end bond funds (the “Funds”), which are managed or co-managed by ...
This document is important and requires your immediate attention. If you are in doubt as to the action you should take you should seek advice from your stockbroker, bank manager, solicitor, tax ...
SAN JUAN, Puerto Rico, Sept. 29, 2025 /PRNewswire/ -- Tax Free Fund for Puerto Rico Residents, Inc. ("TFF I"), Puerto Rico Residents Tax-Free Fund, Inc. ("PRRTFF I"), and Puerto Rico Residents ...
Shareholders of four Puerto Rico tax-exempt closed ended funds, with about $187 million in total net assets, will vote whether to liquidate shortly, after a several year legal struggle involving UBS.
Virtus Investment Advisers, LLC, a registered investment adviser affiliated with Virtus Investment Partners, Inc. (VRTS), is the investment adviser to each fund. The funds are closed-end funds that ...
Each of the 10 largest active bond funds beat their category averages in 2025, while six of the 10 largest bond index funds outperformed. PIMCO Total Return Fund and PIMCO Income Fund held the highest ...
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