Fund Performance Overview
Institutional Class shares of the Columbia Disciplined Value Fund delivered a 3.79% return for the quarter ended December 31, 2025. This performance aligned closely with the fund’s benchmark, the Russell 1000 Value Index, which gained 3.81% over the same period.
Market Context
U.S. equities advanced 2.41% during the fourth quarter, as tracked by the Russell 1000 Index. The period marked a shift in market leadership, moving beyond the mega-cap technology stocks that dominated gains earlier in the year.
Investment Strategy
The fund employs a multifactor approach that integrates quality, value, and catalyst themes to identify promising stocks. This strategy positions the portfolio effectively amid evolving market dynamics.
