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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 $190,387,306
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Bofa Fin Llc
 9,803,000 $10,641,157 5.59%
2.
Euronet Worldwide Inc.
 EEFT 12,112,000 $10,216,472 5.37%
3.
Akamai Technologies Inc
 AKAM 10,068,000 $10,093,170 5.3%
4.
Capital Southwest Corp
 CSWC 10,127,000 $10,000,413 5.25%
5.
On Semiconductor Corp
 ON 10,280,000 $9,724,880 5.11%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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