27 stories tagged with #fund-performance, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
⌘ RSS feed for this tag → or search "Fund Performance"
Allspring Asset Allocation Fund Q1 2026 Commentary
The Allspring Asset Allocation Fund outperformed its benchmark in Q1 2026 despite market volatility. Read the full analysis for more details.…
Franklin Income Fund Q1 2026 Commentary
Franklin Income Fund outperformed its benchmark in Q1 2026 by strategically shifting from fixed income to equities. Read the full analysis for more details.…
PGIM Jennison Focused Growth Fund Q1 2026 Commentary
For the quarter, the PGIM Jennison Focused Growth Fund returned -12.0%, underperforming the Russell 1000 Growth Index.…
Baron Global Opportunity Fund Q1 2026 Contributors And Detractors
Top contributors to performance were Space Exploration Technologies Corp., ASML Holding N.V., and Taiwan Semiconductor Manufacturing Company Limited. Read more here.…
Please, Stop Chasing Fund Performance
There is no process, no matter how robust, that works in all environments and at all times.…
Nationwide BNY Mellon Dynamic U.S. Core Fund Q1 2026 Commentary
The Nationwide BNY Mellon Dynamic U.S. Core Fund returned -4.70% in Q1 2026, underperforming the S&P 500 Index. Read the full analysis for more details.…
Protean Funds Scandinavia AB May 2026 Partner Letter
Protean Small Cap returned 5.7% in May, outperforming its benchmark as the fund marks its three-year anniversary. Read the full analysis for more details.…
Nomura Value Fund Q1 2026 Commentary
For 1Q2026, the Nomura Value Fund Institutional Class shares outperformed its benchmark, the Russell 1000® Value Index.…
Invesco Small Cap Growth Fund Q1 2026 Commentary
Invesco Small Cap Growth Fund outperformed the Russell 2000 Growth Index during the quarter.…
Allspring Disciplined U.S. Core Fund Q1 2026 Commentary
The Disciplined U.S. Core Equity Fund returned -3.90% for the quarter, while the benchmark S&P 500 Index returned -4.33%.…
Diamond Hill Long-Short Fund Q1 2026 Commentary
Diamond Hill Long-Short Fund declined 4.87% compared to a 4.18% decline for the Russell 1000 Index and a 2.15% decline for the 60/40 Blended Benchmark. Read more here.…
Invesco Charter Fund Q1 2026 Commentary
Invesco Charter Fund returned -6.61% in Q1 2026, lagging its benchmark due to weak stock selection. Read the full analysis for more details.…
John Hancock Disciplined Value Mid Cap Fund Q1 2026 Commentary
The John Hancock Disciplined Value Mid Cap Fund underperformed its benchmark in Q4 despite positive index gains. Read the full analysis for more details.…
Columbia Disciplined Growth Fund Q1 2026 Commentary
Columbia Disciplined Growth Fund trailed its benchmark in Q1 2026 amid a rotation away from mega-cap growth stocks. Read the full analysis for more details.…
Nomura Real Estate Securities Fund Q1 2026 Commentary
For 1Q26, Nomura Real Estate Securities Fund posted a positive return and underperformed the Fund's benchmark, the FTSE Nareit Equity REITs Index. Read more here.…
Columbia Disciplined Core Fund Q1 2026 Commentary
Columbia Disciplined Core Fund Institutional shares returned -4.91% for the quarter ended March 31, 2026. Read more here.…
Janus Henderson European Focus Fund Q1 2026 Commentary
Janus Henderson European Focus Fund returned -6.43% and the MSCI Europe Index SM returned -2.82%. Read more here.…
Nomura Natural Resources Fund Q1 2026 Commentary
For the first quarter of 2026, Nomura Natural Resources Fund Institutional Class shares underperformed its benchmark, the S&P Global Natural Resources Index. Read more here.…
Aberdeen India Fund Q1 2026 Commentary
Aberdeen India Fund declined by 20.15% in US dollar terms over the quarter, underperforming the benchmark by 252 bps. Read more here.…
Columbia Contrarian Core Fund Q1 2026 Commentary
Institutional Class shares of Columbia Contrarian Core Fund returned -5.63% (net of fees) during Q1, underperforming the fund's benchmark, the Russell 1000 Index. Read more here.…
Baron Durable Advantage Fund Q1 2026 Shareholder Letter
Baron Durable Advantage Fund fell 9.0% in Q1 2026, lagging the S&P 500 Index due to sector positioning and stock selection. Read the full analysis for more details.…
Diamond Hill Small Cap Fund Q1 2026 Commentary
Diamond Hill Small Cap Fund returned 3.37% and the Russell 2000 Index returned 0.89%. Read more here.…
Impax Sustainable Allocation Fund Q1 2026 Commentary
Impax Sustainable Allocation Fund underperformed its benchmark in Q1 2026 due to sector rotation and selection challenges. Read the full analysis for more details.…
Artisan International Small-Mid Fund Q1 2026 Commentary
While the portfolio lagged the two indices in Q1, it meaningfully outperformed both during the March downturn, losing less than 6% in the month.…
Franklin High Yield Tax-Free Income Fund Q1 2026 Commentary
Over the quarter, Franklin High Yield Tax-Free Income Fund outperformed its benchmark, the Bloomberg Municipal Bond Index.…
Hartford Healthcare Fund Q1 2026 Commentary
The Hartford Healthcare Fund (I Share) underperformed the S&P Composite 1500 Health Care Index during the quarter. Read more here.…
Hartford Capital Appreciation Fund Q1 2026 Commentary
Hartford Capital Appreciation Fund underperformed benchmarks in Q1 2026 due to weak security selection and volatility. Read the full analysis for more details.…