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.
Riportato dall'IA
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.
Riportato dall'IA
Several international mutual funds have delivered gains exceeding 40 percent over three years.