Popular Total Return Fund Inc.

Popular Total Return Fund Inc. is a registered fund series of Popular Total Return Fund Inc (series S000074342). Net assets $68.1M as of 2026-03-31.

Profile

Advisers

Top holdings (88 reported)

Showing 15 of 88 holdings by value.

HoldingTickerValue% of fund
Vanguard S&p 500 Etf$23.6M3463.42%
Vanguard S&p 500 Etf$23.6M3463.42%
Vanguard Ftse Developed Markets Etf$10.1M1475.96%
Vanguard Ftse Developed Markets Etf$10.1M1475.96%
Vanguard Ftse Emerging Markets Etf$3.4M499.34%
Vanguard Ftse Emerging Markets Etf$3.4M499.34%
Treasury Bill$3.4M493.69%
Treasury Bill$3.4M493.69%
Us Treasury N/b$1.8M264.21%
Us Treasury N/b$1.8M264.21%
Fannie Mae$1.7M247.17%
Fannie Mae$1.7M247.17%
Us Treasury N/b$1.4M204.51%
Us Treasury N/b$1.4M204.51%
Government National Mortgage Association$1.3M187.64%

Net asset history

Report dateNet assets
2026-03-31$68.1M
2025-12-31$70.7M
2025-09-30$69.7M
2025-06-30$68.7M
2025-03-31$66.0M
2024-12-31$69.4M
2024-09-30$73.2M
2024-06-30$72.6M

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