BNY Mellon Small Cap Value Fund berkinerja di bawah tolok ukurnya selama kuartal pertama tahun 2026.
Kinerja ekuitas secara umum negatif di seluruh pasar maju dan berkembang. Ketegangan geopolitik yang meningkat yang melibatkan Iran serta lonjakan harga minyak membebani sentimen risiko meskipun pertumbuhan global tetap tangguh dan inflasi melambat.
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.