Home Latest Articles Summary Stock selection in Information Technology weighed on returns, particularly software holdings like MongoDB, which declined despite strong earnings due to a conservative fiscal 2027 outlook. Consumer discretionary contributed to results, primarily through a lack of exposure to DoorDash and Booking Holdings, alongside an underweight position in Tesla. The Growth Fund identifies individual companies best situated to capitalize on generative artificial intelligence developments, maintaining sizable stakes in the semiconductors and software industries. Management increased exposure to Industrials, moving to an overweight position through the addition of Honeywell International, cited for its upcoming business separations. Investor Class shares of the Growth Fund declined 10.23% for the first quarter ending March 31, 2026, trailing the Russell 1000 Growth Index. Getty Images Portfolio Review Equity markets declined in the first quarter. The war in Iran weighed heavily on markets.…