Live Watch: Treasury Secretary Bessent testifies before House committee LSE - Delayed Quote • GBP Orbis OEIC Global Balanced Standard (0P000127WE.L) Follow Add holdings 25.61 +0.29 +(1.13%) As of May 2 at 9:00:00 PM GMT+1. Market Open. Related Mutual Fund News Make the Most of Your Retirement with These Top-Ranked Mutual Funds Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns. The most bought stocks and funds for investors in March March was another month marked by volatility, as US president Donald Trump pressed ahead with his tariff agenda. Hennessy Funds Win Two Lipper Fund Awards for Strong Investment Performance Hennessy Funds announced that two of its mutual funds received 2025 Lipper Fund Awards in recognition of consistently strong risk-adjusted performance relative to their peers over periods of three or more years. 3 Safe Utility Funds to Boost Your Portfolio Amid Soaring Inflation Utility funds like BULIX, FSUTX and FKUTX are a safe bet during times of market volatility. The most popular stocks and funds for investors in January The first month of 2025 was a busy one for markets, and platforms have revealed which were the most popular stocks and funds with investors in January. 3 Utility Funds to Buy as Consumer Sentiment Declines in January Utility funds like FSUTX, BULIX and FKUTX are a safe bet during times of market volatility. 3 Top-Ranked Mutual Funds for Your Retirement These three top-ranked, best-performing and well-managed funds can help you maximize your retirement portfolio returns. Brinker International vs. Oshkosh: Buying on price momentum On the latest installment of Good Buy or Goodbye, Hennessy Funds Portfolio Manager Josh Wein outlines his stance on two respective stocks: Brinker International (EAT) and Oshkosh (OSK). Brinker International — the parent of restaurant chains Chili's and Maggiano's Little Italy — is Wein's Good Buy, citing the brand's expanding margins, free cash flow generation, and stock price momentum as it navigates food inflation in the restaurant space. Wein goes on to note the risks involved with investing in Brinker, such as the aforementioned inflation for food prices. "What we're looking for primarily with a name like this — it's in our Hennessy Cornerstone Midcap 30 fund (HFMDX) — we're looking at earnings growth, valuation and stock price momentum. And so first and foremost, we just put the name in the portfolio in the last month or so," Wein tells Julie Hyman. "And it exhibits all three of those qualities." Specialty truck manufacturer Oshkosh (OSK) is the portfolio manager's Goodbye, whose stock price momentum has been lacking. "A lot of their customers are municipalities buying fire trucks, which they make, or ambulances or an industrial company buying a forklift," Wein explains. "They are certainly at the center of what's going on with capital spending. And certainly anytime there's fears over a slowing economy, these names will will take it on the chin, at least for a moment." To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Luke Carberry Mogan. Should You Add These 3 Top-Performing Mutual Funds to Your Portfolio? Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns. 3 Great Mutual Fund Picks for Your Retirement Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns. 3 Utility Funds to Buy as Fed Signals Single Rate Cut in 2024 Utility funds like FSUTX, BULIX and FKUTX are a safe bet during times of uncertainty when markets can stay volatile for longer periods. Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio? Take advantage of these top-ranked, best-performing and well-managed mutual funds to maximize your retirement portfolio returns. 3 Utility Funds to Buy Amid Delay in Fed's Planned Rate Cuts Utility funds like BULIX, FKUTX and FSUTX are a safe bet during times of market volatility. Performance Overview Trailing returns as of 5/2/2025. Return 0P000127WE.L Category YTD +3.83% -- 1-Year +11.50% -- 3-Year +10.46% --