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Columbia Disciplined Value Fund Q1 2026 Commentary
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Columbia Disciplined Value Fund Q1 2026 Commentary

Seeking Alpha·Columbia Threadneedle Investments·about 1 month ago
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Home Latest Articles 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.…

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