Regan Total Return Income Fund (RCIRX) Named Best Core Plus Bond Fund Over Five Years by LSEG Lipper

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DALLAS--(BUSINESS WIRE)-- Regan Capital, an investment firm with approximately $4 billion in assets under management, today announced that its Regan Total Return Income Fund, Institutional Class RCIRX, has been named a winner of the 2026 LSEG Lipper Fund Award for Best Fund over 5 Years in the Core Plus Bond Funds category in the United States.

“We are honored to receive this recognition from LSEG Lipper,” said Skyler Weinand, chief investment officer and managing member of Regan Capital.

“The environment for fixed income investors remains complicated, with uncertainty around interest rates and geopolitical risks continuing to affect credit markets in real time. RCIRX is designed specifically for that backdrop: a disciplined, income-focused strategy with a short duration profile. This recognition reflects five years of consistently executing that approach during volatile markets.”

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

In the Core Plus Bond Funds category, RCIRX ranked first over the five-year evaluation period. By focusing on high-quality bonds trading at discounted prices and actively managing the portfolio, RCIRX seeks to outperform traditional total return strategies while maintaining lower credit risk and reduced sensitivity to changes in interest rates.

As of the most recent quarter-end on December 31, 2025, RCIRX delivered a 5.45% annualized return over the past five years and a cumulative return of 41.46% since its October 1, 2020 inception.

For more information, please visit:
https://www.regancapital.com/

Award Received

Regan Total Return Income Fund, Institutional Class (RCIRX), Best Core Plus Bond Fund Over 5 Years, following its outperformance of 283 fund share classes and 66 portfolios in the category.

About Regan Capital

Founded in 2011, Regan Capital, LLC is an SEC-registered investment adviser. The firm’s target investor base includes endowments and foundations, banks and insurance companies, corporate and public pension plans, family offices, high-net-worth individuals, and registered investment advisors. The firm is based in Dallas, Texas. Regan Capital was founded by Skyler Weinand, who serves as chief investment officer and managing member. Previously, Weinand was head of residential and consumer asset-backed (ABS) securities trading at Cantor Fitzgerald from July 2007 to March 2011. Prior to that, Weinand was responsible for trading a $2+ billion mortgage-backed securities (MBS) portfolio at Sit Investment Associates from July 2005 to June 2007. From 2001 to 2005, Weinand was employed with GMAC-RFC, where he was responsible for portfolio valuation on a $1 billion MBS subordinate book, structuring CDOs, and structuring the first re-performing securitizations to come to market.

About LSEG Lipper Funds Awards

For more than 30 years and in over 17 countries worldwide, the highly respected LSEG Lipper Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focus the investment world on top funds. The merit of the winners is based on entirely objective, quantitative criteria. This coupled with the unmatched depth of fund data results in a unique level of prestige and ensures the award has lasting value. Renowned fund data and proprietary methodology is the foundation of this prestigious award qualification, recognizing excellence in fund management. Find out more at www.lipperfundawards.com.

Disclosures

As of 12/31/2025, the 1-year standardized performance of RCIRX was 7.85%. As of 12/31/2025, the Since Inception (10/1/2020) cumulative standardized performance of RCIRX was 41.46%. The gross expense ratio is 1.05%.

The performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance maybe lower or higher than the performance data quoted. For the most recent month-end performance, please call 1.800.44.REGAN or visit the Fund’s website at www.reganfunds.com

The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus and summary prospectus contain this and other important information about the investment company and may be obtained by calling 1 -888-44-REGAN. Read carefully before investing. For additional information on the Advisor please call 1 -214-550-1710 or email ir@regancapital.com.

Mutual fund investing involves risk. Principal loss is possible. Investments in asset-backed and mortgage-backed securities include additional risks that investors should be aware of, including credit risk, prepayment risk, possible illiquidity, and default, as well as increased susceptibility to adverse economic developments. Investments in debt securities typically decrease when interest rates rise. This risk is usually greater for longer-term debt securities. Investments in lower-rated and nonrated securities present a greater risk of loss of principal and interest than higher-rated securities do. For more information on these risks and other risks of the fund, please see the Prospectus.

Past performance does not guarantee future results.

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper.

The Regan Total Return Income Fund (RCTRX & RCIRX) is distributed by Quasar Distributors, LLC.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260318682198/en/

Media Contact:
Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com

Source: Regan Capital