Mutual Funds
8 articles in this category
BlackRock Mid‑Cap Value Fund — Q3 2025 Quarterly Commentary
BlackRock Mid‑Cap Value Fund Q3 2025: review of quarterly performance, key contributors and detractors, portfolio adjustments and outlook for mid‑cap value investors.
Will Mutual Funds Extend Their Bull Run Through 2026?
Three-plus years into the bull market, mutual fund performance faces a test: can momentum, earnings and investor flows sustain gains into 2026? Key drivers, risks and strategies.
Janus Henderson Small-Cap Value Fund — Q3 2025 Portfolio Review & Outlook
Janus Henderson’s Small-Cap Value fund used active stock selection and tactical sector shifts in Q3 2025, favoring industrials, select financials and resilient healthcare names.
Gabelli Small Cap Growth Fund: Q3 2025 Contributors and Detractors
Gabelli Small Cap Growth's Q3 2025 report details stock-level winners in software and biotech and laggards in consumer and energy sectors, with manager shifts toward higher-conviction names.
Gabelli Small Cap Growth Fund — Q3 2025 Commentary & Outlook
Gabelli Small Cap Growth Fund's Q3 review: managers navigated mixed markets with selective stock picks, sector rotation, and disciplined risk management for cautious optimism.
Touchstone Mid Cap Growth Fund — Q3 2025 Commentary & Outlook
Touchstone Mid Cap Growth navigated a mixed Q3 2025 environment. Active stock selection in software and healthcare drove results, while valuation discipline and risk controls guided positioning.
Virtus Duff & Phelps Water Fund — Q3 2025 Commentary & Outlook
Q3 2025: Virtus Duff & Phelps Water Fund balanced defensive utilities with growth-focused water-technology firms, managing risk while positioning for long-term infrastructure demand.
Madison Moderate Allocation Fund: Q3 2025 Strategy and Outlook
Madison Moderate Allocation outlines a balanced Q3 2025 approach: diversified equity and bond exposure, selective sector bets, and active risk and duration management to navigate volatility.