Touchstone Mid Cap Growth Fund Q4 2025 Portfolio Review

The Touchstone Mid Cap Growth Fund (Class A Shares, Load Waived) outperformed its benchmark, the Russell Midcap® Growth Index, for the quarter ended December 31, 2025. Relative strength in Information Technology and Industrials outweighed relative weakness in Consumer Discretionary and Communication Services. The Fund's largest sector change was in the Industrials sector, where we increased exposure. Industrials currently represent the Fund's largest overweight relative to the index.

Seeking Alpha • Mar 16, 2026

Software sector sees C-suite shake-ups amid AI disruption fears

CNBC's Seema Mody delivers the latest news surrounding software.

CNBC Television • Mar 13, 2026

MongoDB: May Not Be A Hypergrowth Company Like Before

MongoDB, Inc. delivered strong Q4 results, but guidance revealed a slowdown, triggering a 25% share price drop and analyst price target cuts. Atlas cloud engine drove 29% growth, with Atlas Vector Search doubling in 2025, but FY27 revenue guidance implies just 17% growth, below expectations. MDB maintains robust gross margins (73-75%), record adjusted operating margin (23%), $2.38B liquidity, and no debt, supporting ongoing investment capacity.

Seeking Alpha • Mar 12, 2026

Invesco Main Street Mid Cap Fund Q4 2025 Portfolio Activity

We maintain our valuation discipline and our focus on companies with competitive advantages and skilled management teams that we believe are executing better than their peers. We initiated a position in Tractor Supply after recent share weakness created a compelling entry point, in our view. Tyler Technologies was sold because the software provider's revenue growth has decelerated, which reduced our conviction in its upside potential.

Seeking Alpha • Mar 12, 2026

Should You Buy, Sell or Hold MongoDB Stock Post Q4 Earnings?

MDB rallies after Q4 revenues climb 27% with Atlas growth and new AI tools, though premium valuation and slower expected growth cloud the outlook.

Zacks Investment Research • Mar 6, 2026

MongoDB Expands AI Capabilities: Is the Growth Thesis Strengthening?

MDB expands AI capabilities with new embedding models, vector search tools and APIs in Atlas, aiming to simplify AI app development as adoption accelerates.

Zacks Investment Research • Mar 5, 2026

Cloud stocks jump, head for best day in nearly a year despite broad market declines

The WisdomTree Cloud Computing Fund (WCLD) gained 4.5%, putting the exchange-traded fund on track for its best day since April 24, when it jumped 4.7%. The rally in Okta comes after the identity security provider reported fourth-quarter results Wednesday evening that exceeded Wall Street's estimates.

CNBC • Mar 5, 2026

MongoDB Q4 Earnings & Revenues Surpass Estimates, Both Increase Y/Y

MDB surpasses Q4 FY26 expectations with strong revenue growth and Atlas contributing 72% of total quarterly revenues.

Zacks Investment Research • Mar 4, 2026

MongoDB, Inc. (MDB) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

MongoDB, Inc. (MDB) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Seeking Alpha • Mar 4, 2026

These Analysts Slash Their Forecasts On MongoDB Following Q4 Earnings

MongoDB Inc (NASDAQ: MDB) on Monday reported upbeat fourth-quarter financial results but issued first-quarter adjusted EPS guidance below estimates.

Benzinga • Mar 3, 2026