Not Owing Bloom Energy Corp. (BE) Impacted Voya MI Dynamic Small Cap Fund’s Performance in Q3

Core Insights - Voya Investment Management's "Voya MI Dynamic Small Cap Fund" experienced underperformance in Q3 2025, primarily due to stock selection issues despite a strong recovery in equity markets [1][3] Fund Performance - The fund's NAV underperformed the index during the quarter, influenced by negative stock selection [1] - Growth stocks outperformed value stocks, particularly in technology and communication services, while consumer staples lagged [1] Bloom Energy Corporation (NYSE:BE) - Bloom Energy Corporation reported a one-month return of -14.40% but a significant 348.38% increase over the last 52 weeks, closing at $119.18 per share with a market capitalization of $28.19 billion on December 5, 2025 [2] - The company was identified as a primary detractor from the fund's performance, with the machine learning model indicating negative views based on quality metrics and valuation [3] - Bloom Energy's Q3 2025 revenue reached $519 million, reflecting a 57% year-over-year increase, and the company benefited from strong second-quarter earnings and data center demand [4]