Columbia Balanced Fund Q4 2025 Commentary

Columbia Threadneedle Investments1K FollowersFollow5ShareSavePlay(18min)CommentsSummaryColumbia Balanced Fund Institutional Class shares returned 2.05% for the quarter ending December 31, 2025.U.S. equities posted a gain of 2.41% in the fourth quarter, as measured by the Russell 1000 Index.The outperformance, relative to the S&P 500 Index, was attributable to positive sector allocation effects, which were slightly offset by negative stock selection. PM Images/DigitalVision via Getty Images The Morningstar Rating is for the indicated share classes only as of 12/31/25; other classes may have different performance characteristics. The Morningstar ratings for the overall, three-, five- and ten-year periods for Class A shares are 4 stars, 5 stars, 4This article was written byColumbia Threadneedle Investments1K FollowersFollowColumbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.

Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP). For more information please visit columbiathreadneedleus.com.