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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 $234,833,755
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Expedia Group Inc.
 EXPE 13,780,000 $13,573,300 5.78%
2.
Ppl Cap Fdg Inc
 11,900,000 $13,316,100 5.67%
3.
Alliant Energy Corp
 LNT 12,370,000 $13,223,530 5.63%
4.
Ventas Rlty Ltd Partnership
 10,000,000 $12,865,000 5.48%
5.
Cms Energy Corp
 CMS 11,100,000 $12,276,600 5.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)