None of the 29 investors followed here reported a position in MYCG 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 MYCG 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 | -0.0 | -0.5 | 0.1 | 0.0 | -0.1 | -0.0 | 0.0 | -0.3 | -0.2 | −0.7% | ||
| 2025 | 0.5 | 0.3 | 0.1 | 0.2 | -0.2 | 0.3 | -0.2 | 0.4 | 0.1 | -0.0 | 0.0 | -0.2 | +1.4% |
| 2024 | -0.6 | 0.2 | -0.7 | −1.1% |
Under normal circumstances, the advisor invests at least 80% of the fund’s net assets (plus borrowings for investment purposes) in corporate bonds. The fund primarily invests in corporate bonds maturing in the year 2027, which may include bonds with embedded issuer call options falling within that year. The fund is non-diversified.
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