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 Nomura Global Bond Fund underperformed its benchmark during the first quarter of 2026 amid geopolitical tensions and energy market swings.
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The Fidelity Large Cap Stock Fund posted a quarterly return of negative 1.90 percent for the first three months of 2026. This result exceeded the negative 4.33 percent decline recorded by the S&P 500 index over the same period.
The Columbia Floating Rate Fund posted a quarterly return of -0.39 percent, beating its benchmark index by 0.08 percentage points.
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Tiger Global Management reported a drop in its 13F portfolio value to $22.85 billion for the first quarter of 2026. The fund's top holdings in Alphabet, NVIDIA, Amazon, Taiwan Semi and Meta made up nearly half of the total. Managers increased several technology and semiconductor positions while trimming others.