

During the quarter, we added 4 new positions and exited 14, bringing the number of positions in the Fund to 33. We initiated a position in Biogen Inc., a company that we believe is in the early stages of a transformation. We sold Madrigal Pharmaceuticals, Inc. to manage risk ahead of a competitor's clinical trial readout.

HUM's surging premiums, Medicare Advantage growth and CenterWell expansion bolster its prospects, but rising benefit costs and expenses pose challenges.

Big Tech earnings and the 2026 midterms will test whether Wall Street still rewards rising AI capex - or starts separating the winners.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Retirement planning gets harder when healthcare coverage becomes a moving target. A familiar insurance card can mean access to trusted doctors, predictable prescription costs, and benefits that help stretch a fixed income.


When Humana sends a plan-exit notice this fall, most members will scan it for a replacement option and move on. But buried in that letter is a federal right with an expiration date that could matter far more than any plan Humana offers instead.

HUM's CenterWell venture with BlackRock brings $2.8 billion in capital, easing balance sheet liabilities and supporting clinic expansion.