78 stories found
Morningstar has published details on two prominent emerging markets funds: the JPMorgan Funds - Emerging Markets Small Cap Fund and the T. Rowe Price Funds SICAV - Emerging Markets Bond Fund. These reports offer insights into their respective investment strategies and performance.
MCX was identified as one of six common stocks held by three top-performing small-cap funds during the month of July. This indicates a shared investment strategy among these funds.
The Baron Small Cap Fund has once again increased its holdings in Wingstop (WING), indicating continued confidence in the restaurant chain's performance.
Sandeep Tandon's Quant Small Cap Fund, valued at Rs 34,000 crore, maintains a portfolio of 106 stocks with a high turnover rate of 102%.
The Madison Small-Cap Fund has added Extreme Networks and Belden to its portfolio, while exiting positions in Simply Good Foods and Option Care.
An article compares Vanguard's VONG (large-cap) and VBK (small-cap) exchange-traded funds to determine which might be a more advantageous investment for the year 2026.
Small- and mid-capitalization funds have demonstrated superior performance, outperforming larger corporate funds in recent market trends.
Austėja Landsbergienė's company, founder of a school network, has purchased the Vilnius Queen Morta School and kindergarten plot and buildings in Kalnėnai from the BaltCap investment fund.
The Longleaf Partners Small-Cap Fund continues to hold its investment in Tripadvisor (TRIP), signaling ongoing confidence in the travel platform's prospects.
Taoiseach Micheál Martin stated that Common Agricultural Policy (CAP) funding is a crucial issue for many EU member states as leaders prepare to discuss the next seven-year budget at an EU summit in Brussels.
The Madison Large Cap Fund has sold its position in Accenture (ACN), reportedly due to concerns related to artificial intelligence.
The Madison Small Cap Fund has sold its shares in Globus Medical due to valuation concerns and divested from Chord Energy Corporation to pursue more compelling investment opportunities.
The Artisan Small Cap Fund sold its entire stake in JBT Marel Corporation (JBTM) during the first quarter of the year.
The Voya MI Dynamic Small Cap Fund saw a boost in Q1 due to its overweight exposure in Tronox Holdings plc (TROX), indicating a successful investment strategy.
The Jensen Mid Cap Fund sold its holdings in FactSet Research Systems (FDS), despite maintaining a positive view on the company. The reasons for this divestment are explored.
The Artisan Mid Cap Fund has announced that it has established a new investment position in Semtech (SMTC).
A statement emphasizes that the Common Agricultural Policy (CAP) is not a 'piggy bank' for other policies but is intended to support agricultural production and rural areas, ensuring funds reach farmers.
The Parnassus Mid Cap Fund has provided reasons for its decision to sell shares in CoStar Group (CSGP).
The Madison Small Cap Fund has divested its holdings in Confluent (CFLT) following a recent acquisition announcement, indicating a strategic portfolio adjustment.
The Madison Mid Cap Fund has reduced its holdings in Amphenol (APH) stock, citing an elevated valuation as the reason for the trim.
The Longleaf Partners Small-Cap Fund reduced its holdings in Empire State Realty (ESRT) after determining that the price-to-value gap for the stock had closed.
An article explains the reasons behind Madison Large Cap Fund's decision to exit its position in Fiserv (FISV).
The Artisan Mid Cap Fund has sold its position in Veeva Systems (VEEV), with reasons for the divestment being analyzed.
Morningstar provides updated fund information and tracking metrics for the Vontobel European Equity B EUR Cap fund, catering to euro-based equity investors.
Quantum Mutual Fund has launched a new Flexi Cap Fund, with its New Fund Offer (NFO) scheduled to close on September 11.
This report highlights the top five mid-cap funds that have shown the highest returns over the past month, offering insights for investors.
This article presents the July performance scorecard for leading flexi-cap funds, including Parag Parikh, HDFC, and Abakkus, based on their inflows.
According to AMFI data, large-cap funds recorded outflows in July, marking the first such occurrence in 31 months.
Artisan Small Cap Fund has reduced its stake in Ascendis Pharma, citing concerns related to ongoing lawsuits. This adjustment reflects a cautious approach by the fund in light of potential legal risks impacting the pharmaceutical company.
The Madison Small Cap Fund sold its shares in OneSpaWorld Holdings (OSW) after the stock reportedly reached its intrinsic value.
The Madison Mid Cap Fund has strategically invested in Moelis & Company (MC) following a recent dip in its stock price.
The HSBC Midcap Fund has outperformed its peers, reporting a 12.6% return over the past six months.
Ireland's Agriculture Minister has stated that progressing discussions on the future of Common Agricultural Policy (CAP) funding for farmers will be one of the country's 'central priorities' during its upcoming European Union presidency.
The Madison Large Cap Fund has chosen to invest in Salesforce (CRM) despite a broader market sell-off, indicating a strategic decision based on the fund's assessment of the company's value and potential.
Madison Small Cap Fund has made strategic investments in Matador Resources Company due to its compelling valuation, increased its holdings in Medpace Holdings despite AI fears, and picked SiteOne Landscape Supply amid various growth drivers.
The Artisan Small Cap Fund has reportedly exited its position in Flex Ltd. (FLEX) after the company's market capitalization surpassed the fund's small-cap range criteria.
Prosecutors announced that charges against Šarūnas Stepukonis, former partner of the BaltCap fund, will be finalized and he will likely be re-interrogated before his case goes to court. He remains in custody.
Jensen Quality Mid Cap Fund has trimmed its holdings in The Clorox Company (CLX) to improve its risk-return profile. The fund also reduced its stake in Donaldson Company, Inc. (DCI) citing valuation reasons.
The Artisan Mid Cap Fund has reduced or divested its holdings in several companies, including Astera Labs, CCC Intelligent Solutions, Parsons Corporation, Coherent, and Wingstop. These adjustments were made due to various factors such as flat profit cycles, contract win uncertainty, and concerns over softening near-term profits.
Šarūnas Stepukonis, a former partner at the BaltCap fund, has reportedly been re-arrested by law enforcement authorities.
Mairs & Power Small Cap Fund anticipates that MGP Ingredients (MGPI) will experience a reduction in cyclical pressures affecting its business operations.
The Parnassus Mid Cap Fund has exited its position in Pool Corp. (POOL), citing sluggish demand in the pool market as the reason for the divestment.
Current regulation permits large-cap funds to allocate a maximum of 20% of their investments to stocks that are not part of their benchmark index.
The Madison Mid Cap Fund has reportedly exited its position in Microchip Technology Incorporated (MCHP) following a recovery in the stock's valuation.
The Longleaf Partners Small-Cap Fund has seen positive returns from its investment in Oscar Health (OSCR), indicating a successful portfolio decision.
Madison Large Cap Fund expresses confidence in the long-term prospects of CDW Corporation (CDW).
The Artisan Mid Cap Fund has expressed continued confidence in Argenx’s (ARGX) product, VYVGART, indicating a positive outlook on the investment.
Artisan Mid Cap Fund has divested its shares in Snowflake (SNOW), citing an elevated valuation as the primary reason for the sale.
A Morningstar analysis reveals the reasons behind UK large-cap funds' consistent struggle to outperform their benchmark index, highlighting challenges faced by active managers in the region.
Multi-cap funds are presented as an investment option that provides equity-like returns while exhibiting reduced volatility and drawdowns over a twenty-one-year period, offering a balanced approach across different market capitalizations.
Moneycontrol has published reports highlighting the top-performing mutual funds across various categories, including silver ETFs, aggressive hybrid funds, large-cap funds, corporate-bond funds, and more. These reports provide insights into funds with the highest returns over different periods.
Small and mid-cap funds in India continue to attract investors, as smaller stocks have comfortably outperformed large-cap stocks this year.
A small-cap fund that screens out money-losing companies is outperforming the IWM by 2.5 points while charging 84% less in fees, presenting an attractive alternative for investors.
This article discusses whether Andy Burnham is rewarding challengers to Keir Starmer and questions how the new Prime Minister will fund the £2 bus fare cap in England.
The Parnassus Mid Cap Fund has revealed its second-quarter portfolio adjustments, including the addition of SNOW and HOOD, while exiting positions in SNDK and BILL.
The Madison Mid Cap Fund has placed a bet on Bentley Systems (BSY), anticipating years of growth ahead for the company.
First Trust and WisdomTree have declared their quarterly distributions for various ETFs, including those focused on global agriculture, cybersecurity, European dividends, and emerging markets. These announcements cover a range of funds with different investment strategies.
The Madison Large Cap Fund has chosen to sell its shares in Starbucks (SBUX) but is maintaining its position on Agilent Technologies (A) despite concerns about AI. The fund's decisions reflect its investment strategy in the current market.
The Madison Large Cap Fund identifies long-term value creation potential in Meta Platforms' substantial capital expenditure, indicating a positive outlook on the company's investments.
Artisan Small Cap Fund initiated positions in The Baldwin Insurance Group (BWIN) during a market dip and picked Onto Innovation (ONTO) amid data center expansion and AI-related demand.
The Artisan Small Cap Fund has divested its holdings in FTAI Aviation (FTAI), citing new valuation insights as the reason for the exit. This move reflects the fund's active management strategy based on updated financial assessments.
The Jensen Quality Mid Cap Fund has divested its holdings in both Lululemon athletica (LULU) and ON Semiconductor Corporation (ON). The fund cited continued weak results as the reason for selling its ON Semiconductor shares.
An analysis highlights Keysight Technologies (KEYS) as a significant and key holding within the Jensen Quality Mid Cap Fund's investment portfolio.
The Baron Small Cap Fund has disclosed its decision to sell shares of ODDITY Tech Ltd. (ODD).
The Parnassus Mid Cap Fund sold its shares in Fidelity National Information Services (FIS), citing reduced conviction in the company's long-term structural growth.
The WisdomTree Target Range Fund has declared a quarterly distribution of $0.1250 per share.
Madison Small Cap Fund has made a significant investment in AAON, highlighting the reasons behind this strategic bet.
Multiple ETFs, including AVUV and a small cap industrial ETF, are demonstrating strong performance by focusing on profitable stocks, with one $11 billion fund quietly outperforming the total market.
The Madison Large Cap Fund has made the decision to divest its holdings in Nike (NKE), with reasons for the exit being detailed in the report.
Artisan Mid Cap Fund has exited its position in Ferguson (FERG), with an analysis explaining the reasons behind this decision.
Artisan Mid Cap Fund has made a strategic investment in MongoDB's Atlas cloud platform, signaling confidence in the company's cloud offerings.
The Aristotle Small Cap Equity Fund has liquidated its holdings in Patterson-UTI Energy (PTEN). This decision was driven by a weakening market outlook, prompting the fund to adjust its portfolio.