Core Viewpoint - Special Opportunities Fund, Inc. has declared its next three monthly distributions under its managed distribution plan, maintaining an annual distribution rate of 8% for 2026 based on the net asset value of $16.31 as of December 31, 2025 [2]. Distribution Details - The Fund will distribute $0.1087 per share for each of the next three months: January, February, and March 2026, with record and payable dates specified [2]. - The record and payable dates for the distributions are as follows: - January: Record Date - January 20, 2026; Payable Date - January 30, 2026 - February: Record Date - February 17, 2026; Payable Date - February 27, 2026 - March: Record Date - March 17, 2026; Payable Date - March 31, 2026 [2]. Managed Distribution Plan - The Fund's managed distribution plan allows for distributions from long-term capital gains and/or return of capital if sufficient investment income is not available [2]. - The Board of Directors may amend or terminate the managed distribution plan at any time without prior notice, which could impact the market price of the Fund's common shares [2]. - A yearly review of the fixed annual rate will be conducted to determine if adjustments are necessary [2]. Tax Reporting - The Fund will provide a notice to common stockholders estimating the composition of each distribution, with the actual composition reported on Form 1099-DIV after the end of the year for tax purposes [3].

Core Viewpoint - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with other asset types like Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds. Group 1: Investment Strategy - A solid base of classic dividend growth stocks can be complemented with other asset types to create a diversified portfolio [1] - The hybrid system allows for capturing total returns that are on par with the S&P index [1] Group 2: Investment Focus - The focus is on high-quality dividend stocks and assets that offer potential for long-term growth [1] - The strategy aims to boost investment income while maintaining a balance between growth and income [1]

On Dec. 31, the MSTR stock continued with its decline, ending 2.35% down for yesterday’s trading session at $151.95. 2025 has been brutal for Michael Saylor’s Strategy (MSTR), with the stock now losing its premium over Bitcoin . All eyes are now on the Jan. 15 deadline and whether the stock faces an MSCI Index exclusion. MSTR Stock Trades at 52-Week Low Strategy’s MSTR stock has touched a new 52-week low at $151.95 amid continuous selling pressure. Over the past six months, the stock has declined more t ...

Distribution Announcement - Neuberger Energy Infrastructure and Income Fund Inc. has declared a distribution of $0.0584 per share of common stock, payable on January 30, 2026, with a record date and ex-date of January 15, 2026 [1] Distribution Strategy - The Fund intends to make regular monthly cash distributions at a fixed rate per share, based on projected net rate of return from investments and other factors, subject to ongoing review and adjustment [2] Return of Capital - A portion of the distributions may be classified as a non-taxable return of capital, which represents a return of the stockholder's original investment, potentially affecting capital gains or losses upon sale of shares [3] Tax Compliance - In compliance with the Investment Company Act, the Fund will provide notices for distributions not solely consisting of net investment income, detailing estimated portions of net investment income, capital gains, and return of capital [4] Tax Implications - The Fund is subject to federal income tax on its taxable income, which may reduce the amount available for distributions to stockholders compared to direct investments in MLPs [5] Company Overview - Neuberger Berman is an independent investment manager founded in 1939, managing $558 billion across various asset classes for global institutions and individuals, with a focus on active management and fundamental research [6]

NEW YORK, Dec. 31, 2025 /PRNewswire/ -- Neuberger Real Estate Securities Income Fund Inc. (NYSE American: NRO) (the "Fund") has announced a distribution declaration of $0.0312 per share of common stock. The distribution announced today is payable on January 30, 2026, has a record date of January 15, 2026, and has an ex-date of January 15, 2026. Under its level distribution policy, the Fund anticipates that it will make regular monthly distributions, subject to market conditions, of $0.0312 per share of com ...

NEW YORK, Dec. 31, 2025 /PRNewswire/ -- Neuberger Next Generation Connectivity Fund Inc. (NYSE: NBXG) (the "Fund") has announced a distribution declaration of $0.12 per share of common stock. The distribution announced today is payable on January 30, 2026, has a record date of January 15, 2026, and has an ex-date of January 15, 2026. Under its level distribution policy, the Fund anticipates that it will make regular monthly distributions, subject to market conditions, of $0.12 per share of common stock, un ...

WHEATON, Ill.--(BUSINESS WIRE)--The Board of Trustees of First Trust Enhanced Equity Income Fund (the "Fund") (NYSE: FFA), CUSIP 337318109, previously approved a managed distribution policy for the Fund (the "Managed Distribution Plan") in reliance on exemptive relief received from the Securities and Exchange Commission which permits the Fund to make periodic distributions of long-term capital gains more frequently than otherwise permitted with respect to its common shares subject to certain conditions. The ...

At the end of every year, I find that it is important to review the total returns of five major investment categories. Stocks have delivered an 87.11% total return, leading the major asset classes. However, precious metals have outperformed, driven by record commodity performance. Bonds and cryptocurrency have been negative. What will the new year bring? Every year at this time, I like to look back and see what the long-term, 5-year investment return was for the five major investment categories: ...

天眼查App显示，近日，珠海华金中瀛扶摇股权投资基金合伙企业(有限合伙)成立，执行事务合伙人为 珠海华金领创基金管理有限公司、中银资本私募基金管理(北京)有限公司，出资额10亿人民币，经营范 围为以私募基金从事股权投资、投资管理、资产管理等活动，由珠海市新质生产力投资基金合伙企业 (有限合伙)、中银金融资产投资有限公司、珠海华发科技产业集团有限公司、中银资本私募基金管理(北 京)有限公司等共同出资。 ...

This quiet trim shows how income-focused portfolios are adjusting as credit, leverage, and volatility collide.On November 13, Dallas-based McGowan Group Asset Management, Inc. disclosed a sale of 319,882 shares of the DoubleLine Income Solutions Fund (DSL +0.44%) (DSL), reducing its position by approximately $3.93 million.What HappenedAccording to a filing with the Securities and Exchange Commission dated November 13, McGowan Group Asset Management, Inc. sold 319,882 shares of the DoubleLine Income Solution ...