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Announcements

Ivy Variable Insurance Portfolios Adds Eric Li Cheung, William Mitchell III

Ivy Variable Insurance Portfolios has added Eric Li Cheung and William Mitchell III to the portfolio-management teams for two Nomura VIP Series, effective immediately. Both have primary responsibility for dailyInvestmentdecisions, giving investors updated information about who manages the Series and showing zero other managed …

Vinay Lochav | 03 September 2026

Popular U.S. Government Money Market Fund Lists $87.1B in Broker Data

Popular U.S. Government Money Market Fund, LLC lists $87,080,356,906.99 ($87.1 billion) alongside South Street Securities, LLC in its annual fund data. The same records associate $27,414,550,038.14 ($27.4 billion) with Morgan Stanley (NYSE: MS) & Co. LLC. Popular Asset Management LLC is identified as adviser, …

Vinay Lochav | 03 September 2026

Nomura ETF Trust II Sets September 2026 Start for New Manager

Nomura ETF Trust II added Eric Li Cheung to the Nomura Small and Mid Cap ETF’s portfolio-management team, where his records showed 0 registered investment company accounts and $0 in managed assets as of August 31, 2026. Li Cheung joins six other managers with …

Vinay Lochav | 03 September 2026

Princeton Fund Prospectus Details Option Strategy and $100,000 Class I Minimum

Northern Lights Fund Trust sets the fee structure andInvestmentmandate for the Princeton Adaptive Premium Fund in a prospectus dated August 28, 2026. The fund’s adviser has agreed to cap total annual operating expenses at 1.75% for Class A shares, 2.50% for Class C shares …

Vinay Lochav | 03 September 2026

Eagle Energy Infrastructure Fund Prospectus Lists $2,500 Class A and C Minimums

Eagle Fund Sets Allocation and Access Terms

Vinay Lochav | 03 September 2026

Bridgeway Funds Annual Report Lists Revenue-Sharing and Portfolio Records

Bridgeway Funds Inc’s annual report records a revenue-sharing split of 7,413,488.04 for Aggressive Investors 1 Fund, alongside a second figure of 12,244.52. BridgewayCapitalManagement, LLC is also identified in the fund’s administration details. The report covers fund-level records involving administrators,Investmentadvisers, banks and trading firms. Named …

Vinay Lochav | 03 September 2026

Grandeur Peak Global Trust Sets $1,000 Global Stalwarts Fund Minimum

Grandeur Peak Global Trust’s Global Stalwarts Fund sets a $1,000 minimum initial investment for both share classes, while certain UGMA/UTMA and Coverdell accounts can open with $100.

Vinay Lochav | 03 September 2026

Grandeur Peak Sets 80% Emerging-Markets Equity Focus in Fund Prospectus

The strategy primarily targets micro- to mid-cap companies, with investments mainly in businesses whose market capitalizations are below $5 billion at purchase.

Vinay Lochav | 03 September 2026

Grandeur Peak Global Trust Sets $1,000 Minimum for Fund Investors

Grandeur Peak Global Trust’s Global Explorer Fund seeksLong-term Growthof capital while, under normal market conditions, investing at least 40% of total assets at the time of purchase in securities tied economically to countries outside the United States.

Vinay Lochav | 03 September 2026

Grandeur Peak Global Trust Names 2026 Managers for Global Contrarian Fund

Grandeur Peak Global Trust’s Global Contrarian Fund sets a $1,000 minimum initial investment for its Institutional Class, while certain education-related accounts can open with $100. The September 1, 2026 prospectus summary also says the fund has no subsequent minimum investment requirement.

Vinay Lochav | 03 September 2026
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