None of the 29 investors followed here reported a position in CARY in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a CARY trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.3 | 0.7 | -1.3 | 0.1 | -0.1 | 0.0 | -0.8 | -0.1 | -2.4 | 0.3 | −3.1% | ||
| 2025 | 0.1 | 1.0 | -0.3 | -0.3 | -0.4 | 0.9 | -0.3 | 0.7 | 0.2 | -0.0 | 0.2 | -0.5 | +1.1% |
| 2024 | 0.0 | -0.2 | 0.6 | -1.7 | 1.1 | 0.9 | 1.0 | 1.0 | 0.9 | -2.0 | 0.1 | -1.0 | +0.6% |
| 2023 | 1.6 | -1.2 | 0.5 | 0.0 | -0.6 | 0.0 | 0.3 | 0.3 | -0.8 | -0.4 | 1.5 | 0.7 | +1.9% |
| 2022 | -0.2 | −0.2% |
The fund invests primarily in agency and non-agency RMBS, CMBS, CLOs, CDOs, CMOs, CBOs, ABS, including securities or securitizations backed by assets such as unsecured consumer loans, credit card receivables, student loans, automobile loans, loans financing solar energy systems, and residential and commercial real estate, and other debt securitizations; mortgage loans, secured and unsecured consumer loans, commercial loans and pools of such loans; corporate debt; and U.S. Treasury and U.S. government agency securities.