Advisory Suite · Weekly SI OfferingsOctober 2, 2026
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Core

TA Total Return Income Fund

TA Investment Management

Returns by Share Class

Class YTD 1 Year 3 Year
Data pending — fund recently launched

Fund Information

Fund ManagerTA Investment Management
CategoryCore

Fund Metrics

Max Drawdown (1Y)-33.51%
Sharpe Ratio (1Y)0.02

Pitch Notes

Multi-asset fund blending equities + bonds for total return with lower volatility. Ideal conservative core holding.

Pair With