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Mutual Funds & ETFs

Small-Cap Fund Capitalizes on Seasonal Earnings Beat Strategy

Calamos Investments is deploying a small-cap strategy aimed at companies likely to exceed earnings expectations during the reporting season, potentially enhancing investor returns. This focus on sustainable growth and profitability could position investors to benefit from strong performance in the small-cap sector.Key HighlightsCalamos Investments …

Vinay Lochav | 28 July 2026

VegaShares SpaceX & Beyond (NASDAQ: XSPC): Earnings Report Next Week Sets Tone for Fund After Stock Dip

The fund listed on NASDAQ under the ticker XSPC saw its share price settle at a fresh trough, even as the latest Starship flight delivered a near‑flawless performance. Investors watched the price dip despite the technical success, reflecting lingering concerns over corporate fundamentals and …

Vinay Lochav | 28 July 2026

Fundrise Innovation Fund (NYSE: VCX) Accelerates Lockup Expiration to Aug 13 2026

Fundrise Innovation Fund (NYSE: VCX) announced that the post‑listing lockup for shares purchased before February 20 2026 will now conclude on August 13 2026 rather than the previously scheduled September 14 2026. This amendment permits the remaining restricted shares to begin trading on August …

Vinay Lochav | 28 July 2026

Vanguard High Dividend Yield ETF Surges 20.96% as Analysts Rate BUY

The Vanguard High Dividend Yield ETF has posted a remarkable 20.96% return over the past year, making it an attractive option for investors seeking diversified exposure. As market leadership broadens beyond mega-cap technology stocks, this ETF is well-positioned to capitalize on shifts in investment …

Vinay Lochav | 27 July 2026

IShares U.S. Digital Infrastructure ETF Shows $490 M Valuation Amid Concerns Over Market Momentum

The iShares U.S. Digital Infrastructure and Real Estate ETF, valued at $490 million, is exhibiting troubling signs of stock performance decline. Analysts are cautious as IBM warns of corporate budget cannibalization, indicating that investor sentiment may shift away from this segment.[CTA: Get our latest …

Vinay Lochav | 27 July 2026

FYEE Provides 8.4% Yield Despite Price Underperformance

The Fidelity Yield Enhanced Equity ETF (FYEE) boasts an impressive 8.4% dividend yield, appealing to income-focused investors. Its flexible options overlay strategy shines during market volatility, offering an attractive alternative for those seeking income amidst price fluctuations.[CTA: Get our latest dividend & income report]Key …

Vinay Lochav | 27 July 2026

Vanguard ETFs Offer Diversified Escape as S&P 500 Top Holdings Control Close to 40%

Vanguard is positioning its ETFs as alternatives to the S&P 500, whose top 10 holdings now control close to 40% of the index, heavily skewed towards technology. This strategy offers investors diversification away from concentrated market risks, potentially capturing broader market gains seen in …

Vinay Lochav | 27 July 2026

ProShares Launches TDV, AI-Driven Tech Dividend ETF Yielding 1%

ProShares launched the S&P Technology Dividend Aristocrats ETF, TDV, focusing on tech firms with a modest yield of around 1%. Analysts see potential for substantial cash-flow growth, particularly in semiconductors and hardware, marking TDV as a solid investment opportunity below $92.[CTA: Get our latest …

Vinay Lochav | 27 July 2026

Magnificent 7 ETF Performance Slips 4%, Selective Investing Advised

The Magnificent 7 ETF experienced a 4% decline, contrasting the S&P 500's 8% gain. Investors are now being advised to adopt a selective investment approach, focusing on the companies that best leverage artificial intelligence and other growth sectors.[CTA: Join our daily market newsletter]Key HighlightsThe …

Vinay Lochav | 27 July 2026

Vanguard Total Stock Market ETF Holds 3,531 Stocks as Dimon Warns Valuations

Jamie Dimon says most stocks are overpriced, yet the Vanguard Total Stock Market ETF still provides exposure to 3,531 U.S. equities for a 0.03% expense ratio and a 9.48% average annual return over 25 years. The low‑cost, diversified vehicle lets investors stay in the …

Vinay Lochav | 27 July 2026
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