Our top contributor at the holdings level was nLIGHT, whose shares have outperformed due to upward revisions to the outlook for its aerospace & defense customers. Read more here.
Our theme-based Fund advanced 11.9% in 2025, trailing its benchmark, Russell 2000 Value Index, which was up 12.6% for the same period. Read more here.
Learn about unlisted securities: a financial instrument traded over-the-counter due to unmet formal exchange listing requirements, along with their types and risks.
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