NYLIM FUNDS TRUST revised the summary for NYLIM PineStone InternationalEquityFund on August 28, 2026, with Class P shares carrying a $5,000,000 minimum investment. The document matters to investors because it sets out the fund’s capital-appreciation objective, purchase and sale access, tax treatment and intermediary …
NYLIM FUNDS TRUST’s revised prospectus for NYLIM Equity Allocation Fund sets a $1,000,000 initial minimum for individual investors buying Class I shares directly or through specified private banks and trust companies. The prospectus identifies its former name as NYLI Equity Allocation Fund.
NYLIM FUNDS TRUST has updated the prospectus for its Moderate Allocation Fund, with Investor and Class C shares generally carrying a $1,000 initial investment minimum. The fund, formerly named the NYLI Moderate Allocation Fund, is designed to pursue long-term capital growth while seeking current …
Cash Position and Fund Classification
Mutual Fund & Variable Insurance Trust’s Return Stacked Balanced Allocation & Systematic Macro Fund held total net assets of 37478140.64 as of 2026-06-30. Its largest listed futures weights were SUGAR #11 (WORLD) Oct26 at -0.22457891070, COFFEE 'C' FUTURE Sep26 at 0.215775779211 and WTI CRUDE …
Mutual Fund & Variable Insurance Trust’s Rational Strategic Allocation Fund held total net assets of 10201760.08 as of 2026-06-30. CTLYST-S/A-I was the largest position at 73.92601022626, with a value of 7541754.20000000. B 09/03/26 accounted for 5.843174759310, while CTLYST-S/S I-I represented 5.645944184956.
Mutual Fund & Variable Insurance Trust’s Rational Special Situations Income Fund held total net assets of 1389919060.03 USD as of 2026-06-30. The leading named positions were CITIGROUP COMMERCIAL MORTGAGE TRUST 2015-GC27, BCP VOYAGER MASTER FUND 2009 and OAKWOOD MORTGAGE INVESTORS INC SERIES 2001-D, with …
JanusInvestmentFund will add a policy requiring its Low Duration Multi-Sector Income Fund and Multi-Sector Income Fund to normally invest at least 80% of netAssetsin bonds and otherDebtinstruments. The change gives shareholders a defined allocation threshold, while one fund will provide at least 60 days’ …
Manulife PrivateCreditPlus Fund’s amended ownership record lists 2,200,311.53 securities held by ManulifeReinsurance(Bermuda) Limited as a passive position. The holder certifies the securities were acquired in the ordinary course and not to change or influence issuer control, defining the reported stake’s stated purpose for investors.Key …
ReFlow as an Alternative Cash Source