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INCM
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Here’s a better way to invest for income before money-market yields plunge

1. INCM has $905 million in assets since its launch in June 2023. 2. Fund strategy mirrors Franklin Income Fund's established approach since 1948. 3. Monthly dividends provide a trailing yield of 4.94%, contributing to income stability. 4. Portfolio consists of 43% fixed-income, enhancing income and cash flow diversity. 5. Covered-call strategy utilized for added income and downside protection.

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FAQ

Why Bullish?

The fund's strong asset growth, monthly dividends, and established management approach signify potential growth, similar to Franklin's historic successes.

How important is it?

The significant growth in assets under management combined with monthly dividends makes INCM an appealing choice for income-focused investors.

Why Long Term?

As the fund builds its reputation and track record, it will likely attract more investors, leading to long-term appreciation.

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