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Fixed income securities

Regan Capital Celebrates Five-Year Anniversary of the Regan Total Return Income Fund (RCIRX)

Strategic Insights

— 1 min read

Regan Capital, an investment firm with approximately $2.9 billion in assets, is commemorating the five-year anniversary of the Regan Total Return Income Fund (RCIRX). The open-ended mutual fund invests across the fixed income market, focusing on high-quality, discounted bonds and active trading to outperform traditional total return strategies with less credit risk and less sensitivity to interest rate changes. As of September 30, 2025, RCIRX generated a total return of 6.13% year-to-date and 39.22% since its inception on October 1, 2020.

Key Takeaways:

  • The Regan Total Return Income Fund (RCIRX) is an open-ended mutual fund with approximately $1.60 billion in assets as of September 30, 2025.
  • RCIRX has generated a total return of 6.13% year-to-date and 39.22% since its inception on October 1, 2020, as of September 30, 2025.
  • The fund aims to provide stability and yield in investor portfolios through high-quality, discounted bonds and active trading.
  • CEO Skyler Weinand attributes the fund's success to its ability to withstand a variety of economic environments, providing investors with a liquid and cost-efficient bond market investment option.
  • Regan Capital manages various fixed income investments, including other exchange-traded funds, a UCITS exchange-traded fund, private placement funds, and separately managed accounts.
  • The company's target investor base includes endowments, foundations, banks, and insurance companies, as well as retirement plans, family offices, high net worth individuals, and Registered Investment Advisors.
  • The Regan Total Return Income Fund received an overall and three-year 4-Star Morningstar Rating, out of 253 Overall Funds and 235 Funds in the Nontraditional Bond category, based on the risk-adjusted return criteria.

Statistics:

  • $1.60 billion: the assets of the Regan Total Return Income Fund (RCIRX) as of September 30, 2025.
  • 6.13%: the total return of RCIRX year-to-date as of September 30, 2025.
  • 39.22%: the total return of RCIRX since its inception on October 1, 2020, as of September 30, 2025.
  • 1.15%: the gross expense ratio of the Regan Total Return Income Fund.
  • $2.9 billion: the total assets of Regan Capital.
  • 4-Star: the overall and three-year Morningstar Rating for RCIRX.

Sources:

  • "Regan Capital Celebrates Five-Year Anniversary of the Regan Total Return Income Fund (RCIRX)" (BusinessWire, October 2025)
  • Regan Capital website
  • Morningstar Rating methodology
  • BusinessWire: "Regan Capital Celebrates Five-Year Anniversary of the Regan Total Return Income Fund (RCIRX)" (October 2025)

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