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Home > Institutional Investor > Income Research & Management > Profile

Instuitional Investor - Income Research & Management

Fund Profile
Filing Period:
Fund Name: Income Research & Management
Portfolio Value $209,584,560
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Expedia Group Inc.
 EXPE 13,780,000 $13,670,007 6.52%
2.
Alliant Energy Corp
 LNT 12,370,000 $12,691,620 6.05%
3.
Ppl Cap Fdg Inc
 11,900,000 $12,411,700 5.92%
4.
Southwest Airlines Co
 LUV 11,947,000 $12,263,596 5.85%
5.
New Mountain Finance Corp
 NMFC 12,042,000 $12,065,677 5.75%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)