D
Flaherty & CrumrineTotal Return Fund FLC
$16.71 -$0.06-0.36%
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings FLC-NYSE Click to
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Rating D
Reward Index Weak
Reward Grade D+
Risk Index Fair
Risk Grade C-
Company Info FLC-NYSE Click to
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Provider Flaherty & Crumrine Inc
Manager/Tenure (Years) R. Eric Chadwick (22), Bradford S. Stone (22)
Website --
Fund Information FLC-NYSE Click to
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Fund Name Flaherty & CrumrineTotal Return Fund
Category Preferred Stock
Sub-Category US Fixed Income
Prospectus Objective Income
Inception Date Aug 29, 2003
Open/Closed To New Investors Open
Minimum Initial Investment --
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares FLC-NYSE Click to
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Dividend Yield 6.69%
Dividend FLC-NYSE Click to
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Dividend Yield (Forward) --
Asset Allocation FLC-NYSE Click to
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Cash 2.22%
Stock 0.00%
U.S. Stock 0.00%
Non-U.S. Stock 0.00%
Bond 43.56%
U.S. Bond 21.01%
Non-U.S. Bond 22.55%
Preferred 51.73%
Convertible 2.22%
Other Net 0.28%
Price History FLC-NYSE Click to
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7-Day Total Return -1.11%
30-Day Total Return -3.34%
60-Day Total Return -3.18%
90-Day Total Return -2.44%
Year to Date Total Return -2.44%
1-Year Total Return 5.96%
2-Year Total Return 17.85%
3-Year Total Return 37.53%
5-Year Total Return 14.64%
Price FLC-NYSE Click to
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Closing Price --
1-Month Low Price $16.32
1-Month High Price $17.72
52-Week Low Price $15.35
52-Week Low Price (Date) Apr 07, 2025
52-Week High Price $18.02
52-Week High Price (Date) Feb 16, 2026
NAV FLC-NYSE Click to
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Nav $18.39
1-Month Low NAV $18.21
1-Month High NAV $18.93
52-Week Low NAV $17.48
52-Week Low NAV (Date) Apr 11, 2025
52-Week High NAV $19.20
52-Week High Price (Date) Feb 19, 2026
Beta / Standard Deviation FLC-NYSE Click to
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Beta 1.16
Standard Deviation 7.40
Balance Sheet FLC-NYSE Click to
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Total Assets 191.05M
Operating Ratios FLC-NYSE Click to
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Expense Ratio 1.64%
Turnover Ratio 17.00%
Performance FLC-NYSE Click to
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Last Bull Market Total Return 12.08%
Last Bear Market Total Return -11.26%