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Mutual Funds & ETFs

IShares QUAL ETF Hits Record $219.69 as Tech-Led Rally Extends

Equities, particularly within the Information Technology sector. The fund’s 9.7% gain over the past three months underscores investor preference for companies with strong financial fundamentals amid market volatility. With 47% of its holdings in tech, QUAL’s performance highlights sector concentration risks and valuation considerations …

Vinay Lochav | 13 July 2026

SRV Fund (NYSE: SRV) on NYSE Announces Advisory Agreement and Ownership Restructuring

NXG Cushing Midstream Energy Fund (NYSE: SRV) completed its annual shareholder meeting on June 18, 2026, with proceedings adjourning until July 10, 2026. Investors voted to elect two Class I trustees, who will serve until the fund’s 2029 annual meeting.

Vinay Lochav | 13 July 2026

Cushing Team Takes Over NXG NextGen Infrastructure Income Fund Following Advisory Agreement Approval (NYSE: NXG)

NXG NextGen Infrastructure Income Fund (NYSE: NXG) concluded its annual shareholder meeting after a brief adjournment, finalizing key governance decisions. The session, initially held on June 18, 2026, reconvened on July 10 to complete voting on board elections and advisory terms. Shareholders approved all …

Vinay Lochav | 13 July 2026

ClearBridge SMID Cap Growth Trails Russell 2500 Amid AI Stock Rally

Small- and mid-cap growth stocks experienced significant gains in the second quarter of 2026, driven by a surge in AI infrastructure and power generation plays. This shift highlights how sector positioning, particularly in artificial intelligence and energy transition, continues to impact performance for active …

Vinay Lochav | 13 July 2026

BlackRock Enters Nasdaq-100 Fray, Threatening Invesco and State Street Dominance

BlackRock’s launch of the iShares Nasdaq 100 ETF intensifies competition in the Nasdaq-100 tracking space, pressuring fees and reshaping flows for major asset managers. The new fund undercuts Invesco’s long-standing QQQ, which has dominated the sector for decades, while State Street’s recent entry further …

Vinay Lochav | 10 July 2026

Cramer-Backed ETF Flags 25% Pullback Stock as Long-Term Buy

A fund has spotlighted a stock trading 25% below its recent peak as a compelling long-term buy. The latest analysis, delivered during its daily sessions, reflects a broader strategy of targeting undervalued equities with strong turnaround potential. Investors are closely monitoring moves as they …

Vinay Lochav | 10 July 2026

SLYV's 1.8% Dividend Yield Outshines IWN's Offers for Small-Cap Value ETFs

Market players are particularly interested in the expense ratios and dividend yields of these funds, which are critical indicators for performance and income generation.

Vinay Lochav | 10 July 2026

Vanguard, iShares Bond ETFs Yield 4.6%, Which Fund Wins on Safety?

Two of the largest bond ETFs are offering identical 4.60% yields, forcing fixed-income investors to weigh safety against cost. The choice between Vanguard’s long-dated Treasury fund and iShares’ investment-grade corporate bond ETF could influence allocations in the U.S. Bond market, particularly as interest rates …

Vinay Lochav | 10 July 2026

Stocks Outperform Bonds in First Half 2026 as Large-Caps Lead Rally

Equities delivered stronger returns than bonds in the first six months of 2026, with a notable rally between April and May. Strategic asset-allocation models have adjusted tactically to reflect shifting capital market outlooks, prioritizing large-cap stocks for their growth potential and financial resilience.

Vinay Lochav | 09 July 2026

SpaceX ETF (NASDAQ: XSPC) Slides Nearly 7% as Analysts Boost Targets to $236.45

The movement follows a surge of analyst coverage that lifted the average price target to $236.45, a 58% premium to the previous close.

Vinay Lochav | 09 July 2026
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