Summary

• Columbia Dividend Opportunity Fund performed very well and comfortably outpaced its benchmark during the quarter.
• An overweight in energy was a key driver of results, due to the sector's significant outperformance.
• The materials sector was another area of strength, led by the fertilizer producer Nutrien.

5-Year Morningstar Rating™

Class A

Institutional Class

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 for the overall, three-, five- and ten-year periods for