Summary

• Columbia Balanced Fund Institutional Class shares returned -3.50% for the quarter ending March 31, 2026.
• The fund's benchmark, a 60%/40% blend of the S&P 500 Index and the Bloomberg U.S. Aggregate Bond Index, returned -2.62% for the same period.
• The S&P 500 Index and the Bloomberg U.S. Aggregate Bond Index returned -4.33% and -0.05%, respectively.

Market overview

U.S. equities posted a loss in the first quarter, as gauged by the -4.18% return for the Russell 1000 Index. Stocks initially moved sideways through January and February, as the continued tailwinds of positive economic growth, expectations for falling

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