fund performance

Warren Buffett's S&P 500 index strategy outperforms 79-90% of active managers, reinforcing his case for low-cost, buy-and-hold index investing over professional stock picking.

Lazard Global Total Return and Income Fund declares $0.15340 monthly distribution; fund down 6.86% YTD with 70% of payout from return of capital.

$SOXX offers focused, low-cost semiconductor exposure; $CHAT provides broader active AI management with higher yields but more volatility. $CHAT slightly outperformed over two years.

Cohen & Steers RNP Fund declares $0.1360 February distribution. YTD distributions (21.30%) exceed cumulative returns (12.18%), with 56.14% classified as return of capital.