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Summary

Institutional Class shares of Columbia Disciplined Value Fund returned 2.27% for the quarter ended March 31, 2026, outperforming the Russell 1000 Value Index which returned 2.10% for the same period.

U.S. equities posted a loss during the first quarter as the continued tailwinds of positive economic growth were offset by disruptions in the private credit space and concerns about artificial intelligence.

The energy sector, which rose in tandem with the rally in crude oil prices following conflict in Iran, helped boost the value category as investors rotated toward companies with hard assets.

CF Industries Holdings, a manufacturer of hydrogen and nitrogen products, experienced a strong double-digit share-price gain during the quarter as nitrogen fertilizer prices rebounded and global supply tightness persisted.

Looking ahead, Columbia Disciplined Value Fund managers believe an emphasis on high-quality companies with strong balance sheets and durable profitability remains…