Columbia Floating Rate Fund redovisade en kvartalsavkastning på -0,39 procent, vilket överträffade dess jämförelseindex med 0,08 procentenheter.
Columbia Floating Rate Fund Institutional Class-andelar gav en avkastning på -0,39 procent för kvartalet som avslutades den 31 mars 2026. S&P UBS Leveraged Loan Index avkastade -0,47 procent under samma period, vilket gjorde att fonden kunde överträffa index trots en generell marknadssvaghet driven av AI-relaterad oro inom mjukvarusektorn.
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.