Investment Funds

Equity Funds Global Funds Ariel Investments Technology Funds Healthcare Funds Performance Analysis Global Growth Fund Real Estate Funds Stock Performance Growth Funds

7 ARTICLES

4d ago

Parnassus Core Equity Fund Details Q3 Repositioning After Trailing the S&P 500

The investor letter outlines reallocation from higher‑valuation tech plus select health holdings into Grainger and Boston Scientific to pursue steadier growth.

4 ARTICLES

2w ago

FPA Source Capital Q3 Letter Weighs CarMax Setbacks Against Citigroup Gains

6 ARTICLES

last mo.

Ariel Global Fund Q3 Letter Spotlights First Solar Surge, Intel–NVIDIA Partnership, New Stakes in Humana and M&T

10 ARTICLES

last mo.

Baron Real Estate Fund Tops REIT Benchmarks in Q3, Details New Iron Mountain Stake

8 ARTICLES

2mo ago

Ariel Fund Posts 12.39% Q3 Return, Spotlights Mattel’s Margin Progress and Manchester United’s Upgraded Outlook

12 ARTICLES

2mo ago

Heartland Advisors’ Q3 Letters Outline Fund Results and Conviction Calls in AI-Driven Market

11 ARTICLES

2mo ago

Loomis Sayles Small Cap Growth Fund Returned 9.37% in Q2, Lagging Russell 2000 Growth

10 ARTICLES

3mo ago

Columbia Seligman Tech Fund Lags Benchmark in Q2 as AI Bets Lead Contributors

8 ARTICLES

3mo ago

PGIM Jennison’s Q2 Letter Details Health-Care Slide, Portfolio Shifts and Company Catalysts

9 ARTICLES

3mo ago

Investment Funds

Parnassus Core Equity Fund Details Q3 Repositioning After Trailing the S&P 500

FPA Source Capital Q3 Letter Weighs CarMax Setbacks Against Citigroup Gains

Ariel Global Fund Q3 Letter Spotlights First Solar Surge, Intel–NVIDIA Partnership, New Stakes in Humana and M&T

Baron Real Estate Fund Tops REIT Benchmarks in Q3, Details New Iron Mountain Stake

Ariel Fund Posts 12.39% Q3 Return, Spotlights Mattel’s Margin Progress and Manchester United’s Upgraded Outlook

Heartland Advisors’ Q3 Letters Outline Fund Results and Conviction Calls in AI-Driven Market

Loomis Sayles Small Cap Growth Fund Returned 9.37% in Q2, Lagging Russell 2000 Growth

Columbia Seligman Tech Fund Lags Benchmark in Q2 as AI Bets Lead Contributors

PGIM Jennison’s Q2 Letter Details Health-Care Slide, Portfolio Shifts and Company Catalysts

Alger Weatherbie Fund Outpaces Russell 2500 Growth in Q2, Details Drivers in Investor Letter