The Touchstone Small Company Fund underperformed its benchmark, the Russell 2000 Index, for the quarter ended September 30, 2025. Among the Fund's top-performing sectors in terms of adding value were Financials and Consumer Staples. From a factor perspective, the Fund's focus on profitable, liquid, and higher quality small cap stocks negatively impacted relative performance during the quarter.

Annaly Capital offers an attractive opportunity for income investors, driven by its high dividend yield and large Agency MBS portfolio. NLY stands to benefit from falling interest rates, which should boost agency MBS prices, book value, and support continued dividend payments. Current dividend coverage is strong at 104%, with a $0.70 quarterly payout and a yield just below 13%, making it appealing for yield-focused investors.

DGX's strong YTD gains and momentum in advanced diagnostics and acquisitions highlight why it may stand out in the competitive testing market against HOLX.

Airlines stocks have overcome severe turbulence in 2025 to fly into positive territory. But there's more trouble ahead and the sector needs a strong holiday travel period to hold on to its gains.

SKYW rides on strong demand, rising estimates and expanding E175 capacity, powering standout stock gains and operational momentum.

Ahead of Cyber Monday, picks highlight long-term cybersecurity potential as CRWD, QLYS and CYBR leverage rising demand for advanced protection.

AMZN, NVDA, PLTR and MU emerge as top large-cap tech picks as markets rebound and December rate cut hopes lift sentiment.

OKLO's volatile microreactor ambitions and D's steady nuclear backbone offer a stark contrast as both vie for a growing clean-power future.

Vistra remains a Hold as the stock's upside is balanced by significant risks and a valuation that already prices in strong execution. VST's strengths include a diversified power generation portfolio, recent acquisitions, and exposure to rising U.S. electricity demand, but operational setbacks and high debt add risk. Current valuation reflects optimism, leaving little room for error; any project missteps or regulatory changes could drive the stock lower.

Corporación América Airports has delivered strong Q3 2025 results, driven by passenger growth, higher unit revenues, and expanding EBITDA margins. CAAP's international and domestic traffic both grew, with notable strength in Argentina and Armenia, supporting robust revenue and margin expansion. I am revising my rating from strong buy to buy, reflecting lower EBITDA and free cash flow expectations for 2025-2026 and a slightly overvalued current multiple.

CRM's Q3 performance is anticipated to reflect the benefits of the increasing adoption of generative AI-enabled solutions and continued digital transformation.

Beam's broad early-stage pipeline and recent study progress take center stage as investors weigh its potential against rival NTLA's prospects.

The reason for my previous (skeptical) stance on FSCO was that I saw a clear case for FSCO's valuation converging closer to that of discounted BDC level. The thesis has worked out so far. Yet, given the Q3 details and FSCO's weak portfolio properties, I remain confident that there is still some decent downside left.

The long US stock market rally may be on the verge of a shift, with earnings growth finally starting to spread beyond the tech giants that have carried the S&P 500 for the past three years, according to Deutsche Bank's 2026 outlook. The bank thinks the index could hit 8,000 by the end of 2026, delivering mid-teens returns from here.

CleanSpark's faster growth, lower valuation and AI-HPC pivot give it an edge over Strategy in this Bitcoin-linked matchup.

A longtime holding in many of our small-cap funds, Shift4 is a U.S. company that provides payment processing solutions for hospitality, retail and e‑commerce businesses. Five-Star is an Indian company that provides small-business and mortgage loans to eligible borrowers to meet their business and personal needs. Modine has experienced substantial growth from its data-center business, which likely played a role in driving the stock higher.

OPEC+ is likely to leave oil output levels unchanged at its meetings on Sunday and to agree on a mechanism to assess members' maximum production capacity, two delegates from the group and a source familiar with OPEC+ talks told Reuters.

CRCL's Arc Network enters public testing with 100+ major partners, positioning Circle for a potential leap in internet-finance growth.

Shares of Amazon.com Inc. NASDAQ: AMZN have spent the past two weeks under pressure, sliding from record highs near $260 at the start of the month to almost $215 last week. The good news for investors is that despite that sharp move, the stock hasn't broken any key technical levels, and momentum is already improving.

CVX's first power project in West Texas marks a strategic shift toward powering global data centers as AI-driven energy demand accelerates.