The Columbia Floating Rate Fund posted a quarterly return of -0.39 percent, beating its benchmark index by 0.08 percentage points.
Columbia Floating Rate Fund Institutional Class shares returned -0.39 percent for the quarter ending March 31, 2026. The S&P UBS Leveraged Loan Index returned -0.47 percent in the same period, allowing the fund to outperform despite overall market weakness driven by AI-related concerns in software.
Institutional shares of the Columbia Overseas Value Fund posted a 3.45 percent return for the first quarter of 2026, outperforming its benchmark amid sharp moves in energy markets.
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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.
A total of 11 equity mutual funds delivered returns exceeding 25 percent over the past three months, according to data covering 302 funds in the period.
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Several international mutual funds have delivered gains exceeding 40 percent over three years.