Summary

• Institutional Class shares of Columbia Contrarian Core Fund returned -5.63% (net of fees) during the first quarter, underperforming the fund's benchmark, the Russell 1000 Index, which returned -4.18% for the same period.
• U.S. equities declined during the first quarter, as a late-period geopolitical shock and higher interest rates pressured growth stocks, despite resilience in value sectors.
• Underperformance relative to the Russell 1000 Index was driven by both unfavorable stock selection and allocation effects.

3-Year Morningstar Rating™

The Morningstar Rating is for the indicated share classes only as of 03/31/26; other classes may have different performance characteristics. The Morningstar ratings

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