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Mutual Funds & ETFs

Why PennantPark Floating Rate Capital (NYSE:PFLT) Stock's 16.5% Yield Still Looks Like a Bargain

PennantPark Floating Rate Capital (NYSE:PFLT) slipped 0.3% to $7.00, leaving the monthly-payingBusiness Development Companydown 25.5% this year with a dividendYieldof about 16.5%. PFLT reset its payout lower in June to match earnings, the stock trades at about 0.7 times book value, and analysts see …

Vinay Lochav | 25 September 2026

BUG: Inside the 1.3 billion Dollar Cybersecurity Portfolio Riding a 25% Rally Led by Okta and Fortinet

The Global XCybersecurityETF (NASDAQ:BUG) is designed to track the price andYieldperformance of the Indxx Cybersecurity Index, a benchmark comprising global companies positioned to benefit from increasing adoption of cybersecurity technology. Rather than confining its selection to a single sector or country, the fund employs …

Nitish Kishor | 10 September 2026

QQQH: The Nasdaq-100 Income Fund Built to Pay 9% While Hedging Against a Downturn

The NEOS Nasdaq-100 HedgedEquityIncome ETF (NASDAQ:QQQH) is an actively managed exchange-traded fund from NEOS Investments that holds a full replication of the Nasdaq-100indexand layers a data-driven options overlay atop that equity exposure. According to the fund's own literature, the strategy seeks to generate high …

Nitish Kishor | 10 September 2026

QYLD: How an 8.3 billion Dollar Covered Call Strategy Turns Nasdaq 100 Upside Into a 12% Monthly Income Stream

The Global XNasdaq100 Covered Call ETF (NASDAQ:QYLD) has traded on the Nasdaq exchange since its inception on December 11, 2013. According to its official fact sheet, the fund invests in the constituent stocks of theNASDAQ 100 Indexand concurrently writes, or sells, corresponding callOptionsagainst that …

Nitish Kishor | 10 September 2026

WCBR by the Numbers: A 52% Rally, a 100% Tech Allocation, and the Stocks Driving WisdomTree's Cybersecurity Fund

The WisdomTreeCybersecurityFund (NASDAQ:WCBR) has traded on theNasdaqexchange since its inception on January 28, 2021. WisdomTree describes the fund's objective as tracking the performance of companies primarily involved in providing cybersecurity-oriented products and services, without regard to market capitalization, which gives the fund a growth …

Nitish Kishor | 10 September 2026

CLOU: Inside the 242 million Dollar Cloud Computing Portfolio Led by Snowflake and Datadog

The Global X Cloud Computing ETF (NASDAQ:CLOU) has traded on theNasdaqexchange since its inception on April 12, 2019. According to its official fact sheet, the fund invests in companies positioned to benefit from increased adoption of cloud computing technology, spanning software-as-a-service, platform-as-a-service, and infrastructure-as-a-service …

Nitish Kishor | 10 September 2026

NYLIM FUNDS TRUST Revises Growth Allocation Fund Prospectus With $1,000 Minimum

NYLIM FUNDS TRUST’s NYLIM Growth Allocation Fund has a revised summary prospectus, with a generally $1,000 initialInvestmentminimum for Investor and Class C shares. The document covers the fund’s A, Investor, C, I and SIMPLE share classes.

Vinay Lochav | 28 August 2026

NYLIM FUNDS TRUST Prospectus Sets ETF Limits at 5% and 10%

NYLIM FUNDS TRUST’s amended prospectus describes how its funds may use exchange-traded funds, including a 5% limit for investments in one ETF and a 10% limit across all ETFs under ordinary rules. The document is dated February 28, 2026 and amended August 28, 2026.

Vinay Lochav | 28 August 2026

Pre-IPO & Growth Fund Annual Report Maps Adviser and Custody Network

ABS Investment Management LLC is named investment adviser, while UMB Fund Services, Inc. handles administration, fund accounting and transfer agency duties. UMB Bank, N.A. is listed as custodian, and Paralel Distributors LLC serves as principal underwriter and distributor. The report also identifies three share …

Vinay Lochav | 28 August 2026
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