The BNY Mellon Small Cap Value Fund underperformed its benchmark during the first quarter of 2026.
Equity performance was broadly negative across developed and emerging markets. Heightened geopolitical tensions involving Iran and a spike in oil prices weighed on risk sentiment despite resilient global growth and moderating inflation.
The Fidelity Small Cap Index Fund posted a 0.91% return for the first quarter of 2026, in line with its benchmark. The performance matched the Russell 2000 Index advance of 0.89%. Securities lending income helped results during the period.
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The Nomura Global Bond Fund underperformed its benchmark during the first quarter of 2026 amid geopolitical tensions and energy market swings.
The AMG Boston Common Global Impact Fund returned -0.80% in the first quarter of 2026. This performance exceeded the MSCI ACWI Index benchmark, which fell 3.20% over the same period.
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The John Hancock Multimanager 2020 Lifetime Portfolio delivered a positive return and beat its benchmark in the first quarter of 2026.