Summary

• Columbia Convertible Securities Fund Institutional Class shares returned 2.76% for the three months ended March 31, 2026.
• The fund underperformed the 3.72% return of its benchmark, the ICE BofA U.S. Convertible Index.
• We believe the convertible market continues to benefit from its exposure to long-term growth themes and its ability to provide access to innovative, early-stage companies positioned to deliver healthy earnings expansion - even if the economy slows.

Market overview

Convertible securities tracked the performance of risk assets during the first quarter, with a strong showing in January and February offset by weaker returns in March. The initial strength was largely a reflection of ongoing

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