Mutual Fund Commentaries
Fidelity Freedom 2035 Fund Q3 2025 Commentary (FFTHX)
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses it serves. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, Fidelity focuses on meeting the unique needs of a broad and growing customer base. Privately […]
Invesco Global Core Equity Fund Q3 2025 Commentary (Mutual Fund:AWSAX)
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider […]
TCW MetWest Sustainable Securitized Fund Q3 2025 Commentary
TCW MetWest Sustainable Securitized Fund Q3 2025 Commentary
PGIM Select Real Estate Fund Q3 2025 Commentary
PM Images/DigitalVision via Getty Images Market Review North America Even after recent gains, U.S. real estate investment trusts (REITs) still look attractively priced, trading at about a 4.5% discount to NAV, whereas the long-term average is closer to flat. We anticipate strong earnings growth in 2026 and
Macquarie Value Fund Q3 2025 Commentary (MUTF:DDVAX)
Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM is an integrated asset manager across public and private markets offering a diverse range of capabilities, including real assets, real estate, credit, equities and multi-asset solutions. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide. Delaware Funds by […]
Gabelli Growth Innovators ETF Q3 2025 Commentary
This article was written by Follow GAMCO Investors, Inc. is a well-known diversified asset manager and financial services company. The company’s investment services are primarily offered through its subsidiary GAMCO Asset Managment Inc, which manages separate accounts for high net worth individuals, institutions, and qualified pension plans, and through the Company’s role as advisor to […]
Columbia Select Large Cap Value Fund Q3 2025 Commentary
This article was written by Follow Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world. Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP). For more information […]
Macquarie Small Cap Value Fund Q3 2025 Commentary
This article was written by Follow Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM is an integrated asset manager across public and private markets offering a diverse range of capabilities, including real assets, real estate, credit, equities and multi-asset solutions. Macquarie Group refers to Macquarie Group Limited and its subsidiaries […]
Thornburg Summit Fund Q3 2025 Commentary (TSUMX)
This article was written by Follow Thornburg Investment Management is a privately owned global investment firm that offers a range of multi-strategy solutions for institutions and financial advisors. A recognized leader in fixed income, equity, and alternatives investing, the firm oversees mutual funds, institutional accounts, separate accounts for high-net-worth investors, and UCITS funds for non-U.S. […]
BNY Mellon High Yield Municipal Bond Fund Q3 2025 Commentary
BNY Mellon High Yield Municipal Bond Fund Q3 2025 Commentary