ロイス・スモールキャップ・トータル・リターン・ファンド（RYTRX）は2025会計年度に2.4％上昇し、ベンチマークのRussell 2000 Value Indexの上昇率12.6％を下回りました。ヘルスケア、金融、情報技術セクターが好寄与し、PACS GroupやFTAIなどの保有銘柄が上昇を牽引。一方、Vestis Corporationが弱い業績で最大の悪材料となりました。
ロイス・スモールキャップ・トータル・リターン・ファンドは、2025暦年で2.4％上昇を報告し、Russell 2000 Value Indexの12.6％上昇を下回りました。短期的なアンダーパフォーマンスにもかかわらず、ファンドは長期ではベンチマークをアウトパフォームしています。
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Among 68 high-priced stocks trading above Rs 5,000 on the BSE, FY26 has brought more declines than gains amid global uncertainty and geopolitical tensions. The top six laggards fell 25-40%, while top gainers surged 40-130%. Institutional holdings vary across these stocks.
The Royce Small-Cap Opportunity Fund advanced 11.9% in 2025, slightly trailing its benchmark, the Russell 2000 Value Index, which rose 12.6% over the same period. The fund outperformed the benchmark over longer terms, including 3-, 5-, 10-, 15-, 20-, 25-year periods and since inception in November 1996. Sector contributions varied, with industrials and information technology leading gains.
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The Fidelity Small Cap Growth Fund (FCPGX) gained 3.16% in the fourth quarter of 2025, surpassing the Russell 2000 Growth Index's 1.22% advance. This performance was driven by key holdings like Cogent Biosciences.
Institutional Class shares of the Columbia Global Technology Growth Fund returned 1.97% in the fourth quarter of 2025, trailing the S&P Global 1200 Information Technology Index benchmark at 3.21%. Gains from AI leaders like Alphabet and Micron were offset by declines in Oracle and Netflix. The fund's commentary highlights key contributors and detractors.
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The Thrivent High Yield Fund (LBHIX) achieved an 8.72% return in 2025, surpassing the Bloomberg US Corporate High Yield Bond Index's 8.62% performance. This outperformance was driven by declining high-yield spreads and Treasury yields. The fund's strategy focused on credit selection in specific industries amid a healthy economic outlook.
Bodycote plc held its Q4 2025 earnings call on March 11, 2026, where CEO James Fairbairn highlighted improvements in revenue momentum and strategic business actions. The company reported progress in restructuring and acquisitions despite challenging market conditions. A further GBP 80 million share buyback was announced.
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The Putnam Core Bond Fund Y share class returned 1.07% in the fourth quarter of 2025, slightly trailing its benchmark, the Bloomberg US Aggregate Index, which gained 1.10%. Gains in mortgage credit sectors helped offset broader market uncertainties. The commentary highlights stable economic indicators supporting bond markets.