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Strategies & Market Trends : Young and Older Folk Portfolio

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agniv

MinionMom&MarineWife

Tam3262

To: QTI on SI who wrote (2658)	5/14/2024 10:35:02 AM
From: chowder	3 Recommendations Read Replies (2) of 21981

Re: can you please recommend a replacement for DNP with a similar yield? I like NBXG. It is selling at a 14.61% discount to NAV, and NAV is rising. It yields 10.07%. It's a next generation technology fund so I would expect it to show some capital gains as well going forward. Investment Objective: The Fund’s investment objectives are to provide capital appreciation and income. Under normal market conditions, the Fund will invest at least 80% of its total assets in equity securities issued by U.S. and non-U.S. companies, in any market capitalization range, that are relevant to the theme of investing in 'NextGen Companies.' Among some of its holdings are: NVDA, TSM, META, AMD and MPWR.

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