Columbia Threadneedle Investments
PSN Top Gun Strategies

QUARTER ENDING June 30, 2026

StrategyMRQ1 YR3 YR5 YR
US Small Cap Growth35.856.728.48.3
UniverseAwardUniverse Count
Small Cap Growth Universe3 Year143
Small-Mid Cap Universe1 QTR219
Small-Mid Growth Universe3 Year71
Small-Mid Growth Universe1 Year71
Small-Mid Growth Universe1 QTR71
Small-Mid Growth UniverseBull / Bear71
StrategyMRQ1 YR3 YR5 YR
US Small Cap Value Discovery18.841.320.212.2
UniverseAwardUniverse Count
Small Cap Value Universe190
StrategyMRQ1 YR3 YR5 YR
US Disciplined Large Value14.129.519.513.9
UniverseAwardUniverse Count
Large Value Universe287
US Value Universe763
StrategyMRQ1 YR3 YR5 YR
US Integrated Small and Mid Cap Core22.139.222.914.5
UniverseAwardUniverse Count
Mid Cap Universe432
Mid Core Equity Universe111
Mid Core Equity Universe3 Year111
Mid Core Equity Universe1 QTR111
Small-Mid Cap Universe219
Small-Mid Cap Universe219
Small-Mid Cap Universe219
Small-Mid Cap UniverseBull / Bear219
Small-Mid Core Universe67
Small-Mid Core Universe67
Small-Mid Core Universe67
Small-Mid Core Universe3 Year67
Small-Mid Core UniverseBull / Bear67
StrategyMRQ1 YR3 YR5 YR
US Integrated Small Cap Core24.648.124.213.4
UniverseAwardUniverse Count
Small Cap Core Equity Universe151
Small Cap Core Equity Universe151
Small Cap Core Equity Universe151
Small Cap Core Equity Universe3 Year151
Small Cap Core Equity UniverseBull / Bear151
Small Cap Universe523
Small Cap Universe523
StrategyMRQ1 YR3 YR5 YR
US Integrated Small Cap Growth29.544.723.510.3
UniverseAwardUniverse Count
Small Cap Growth Universe143
Small Cap Growth Universe143
StrategyMRQ1 YR3 YR5 YR
Columbia Select Lrg Cap Val SMA Cmp12.134.619.612.7
UniverseAwardUniverse Count
MA Large Cap Equity Universe1 Year183
MA US Value Universe106
MA US Value Universe1 Year106
StrategyMRQ1 YR3 YR5 YR
Columbia Select Sm Cap Val SMA Cmp16.940.118.39.7
UniverseAwardUniverse Count
MA Small Cap Equity Universe3 Year43
MA Small Cap Equity Universe1 Year43
MA US Value Universe1 Year106
StrategyMRQ1 YR3 YR5 YR
Columbia Contrarian Core SMA Cmp15.420.720.713.1
UniverseAwardUniverse Count
MA Large Cap Equity Universe183
MA Large Cap Equity Universe183
StrategyMRQ1 YR3 YR5 YR
Columbia Disciplined Value SMA Cmp13.829.419.213.6
UniverseAwardUniverse Count
MA US Value Universe106
MA US Value Universe106
MA US Value Universe106
StrategyMRQ1 YR3 YR5 YR
Columbia TEP US Large Cap SMA Mdl15.123.421.113.8
UniverseAwardUniverse Count
Large Core Equity Universe260
US Core Universe696
StrategyMRQ1 YR3 YR5 YR
Columbia Small Cap Growth SMA Cmp36.660.428.58.6
UniverseAwardUniverse Count
MA Small Cap Equity Universe3 Year43
MA Small Cap Equity Universe1 Year43
MA Small Cap Equity Universe1 QTR43
MA US Equity Universe3 Year373
MA US Equity Universe1 Year373
MA US Equity Universe1 QTR373
MA US Growth Universe3 Year111
MA US Growth Universe1 Year111
MA US Growth Universe1 QTR111
StrategyMRQ1 YR3 YR5 YR
Columbia Seligman Tech & Inf SMA Cmp58.5121.950.028.1
UniverseAwardUniverse Count
MA Large Cap Equity Universe3 Year183
MA Large Cap Equity Universe1 Year183
MA Large Cap Equity Universe1 QTR183
MA US Equity Universe3 Year373
MA US Equity Universe1 Year373
MA US Equity Universe1 QTR373
StrategyMRQ1 YR3 YR5 YR
Columbia Select Mid Cap Val SMA Cmp16.539.120.113.1
UniverseAwardUniverse Count
MA Mid Cap Equity Universe3 Year59
MA Mid Cap Equity Universe1 Year59
MA US Value Universe3 Year106
MA US Value Universe1 Year106
StrategyMRQ1 YR3 YR5 YR
Columbia Cornerstone Growth SMA Cmp18.119.522.913.3
UniverseAwardUniverse Count
MA Large Cap Equity Universe183
MA US Growth Universe111
MA US Growth Universe111
MA US Growth Universe111
StrategyMRQ1 YR3 YR5 YR
US High Yield Fixed Income2.56.28.94.6
UniverseAwardUniverse Count
High Yield Universe134
StrategyMRQ1 YR3 YR5 YR
US Select Short Corporate Income0.83.95.92.7
UniverseAwardUniverse Count
All Maturity/Variable Universe293
StrategyMRQ1 YR3 YR5 YR
US Short Duration High Yield2.05.77.45.0
UniverseAwardUniverse Count
Short Maturity Universe3 Year248
Short Maturity Universe1 Year248
Short Maturity Universe1 QTR248
StrategyMRQ1 YR3 YR5 YR
Strategic Income1.84.67.22.8
UniverseAwardUniverse Count
All Maturity/Variable Universe293
All Maturity/Variable Universe293
All Maturity/Variable Universe293
Core Plus Universe151
Core Plus Universe151
Core Plus Universe151
StrategyMRQ1 YR3 YR5 YR
US High Yield Municipal4.110.17.01.4
UniverseAwardUniverse Count
All Maturity/Variable Universe1 Year293
All Maturity/Variable Universe1 QTR293
Municipals Universe3 Year210
Municipals Universe1 Year210
Municipals Universe1 QTR210
StrategyMRQ1 YR3 YR5 YR
US Structured Credit0.66.48.91.7
UniverseAwardUniverse Count
Intermediate Maturity Universe3 Year570
Mortgage Backed Universe3 Year51
Mortgage Backed Universe1 Year51
StrategyMRQ1 YR3 YR5 YR
US Strategic Municipal Income3.59.45.41.2
UniverseAwardUniverse Count
Intermediate Maturity Universe1 Year570
Intermediate Maturity Universe1 QTR570
Municipals Universe1 Year210
Municipals Universe1 QTR210
StrategyMRQ1 YR3 YR5 YR
Columbia Multisector Bond SMA Cmp2.55.67.43.5
UniverseAwardUniverse Count
MA US Fixed Income Universe339
MA US Fixed Income Universe3 Year339
StrategyMRQ1 YR3 YR5 YR
Research Enhanced Emerging Markets28.952.322.16.8
UniverseAwardUniverse Count
ETF Intl Equity Universe3 Year25
ETF Intl Equity Universe1 Year25
ETF Intl Equity Universe1 QTR25
StrategyMRQ1 YR3 YR5 YR
Japan Equity14.029.822.311.6
UniverseAwardUniverse Count
Japan Universe22
Japan Universe3 Year22
Japan Universe1 Year22
StrategyMRQ1 YR3 YR5 YR
Global Technology Growth39.650.735.520.5
UniverseAwardUniverse Count
Global Equity Universe1 QTR663
StrategyMRQ1 YR3 YR5 YR
EAFE Value2.321.020.812.7
UniverseAwardUniverse Count
EAFE Universe221
StrategyMRQ1 YR3 YR5 YR
Emerging Markets Responsible Equity34.548.923.47.8
UniverseAwardUniverse Count
Emerging Markets Universe1 QTR284


Top Gun Awards

Commingled Fund Universes: include commingled funds and collective trusts.

Non-Commingled Fund Universes: include PSN Products excluding mutual funds, commingled funds, pooled funds, collective trusts, limited partnerships, offshore funds, wrap products, hedge funds, and MLP's.

1 QTR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on current quarter returns.

1 Year CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.

3 Year CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the three year period.

4 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the Top Guns.

5 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the Top Guns.

6 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the Top Guns.

Bull & Bear Masters

Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio become the PSN Bull & Bear Masters.

Manager of the Decade

Top Guns Manager of The Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the latest ten year period. Moreover, products must have returns greater than the style benchmark for the latest ten-year period and also standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest ten-year period become the PSN Top Guns Manager of the Decade.

The content of PSN Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using content or implied content from PSN Top Guns. Due to the short term nature of a one quarter performance benchmark, please be advised that the 1 QTR PSN Top Guns award is intended for informational purposes only and should be used only in a one-on-one and face-to-face presentation where an investment professional is present. Any other usage of the 1 QTR PSN Top Guns is strictly prohibited, not advised, and not permitted by YCharts.

All Rights Reserved. PSN Top Guns is powered by PSN. PSN is an investment manager database and is a division of YCharts. No part of PSN Top Guns may be reproduced in any form or by any means, electronic, mechanical, photocopying, or otherwise without the prior written permission of YCharts

Because of the possibility of human or mechanical error by YCharts sources or others, YCharts does not guarantee the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE. In no event shall YCharts be liable for any indirect, special or consequential damages in connection with use of any information or derived using information based on PSN Top Guns results.

(*) Universe Benchmark

(**) These benchmarks or indices are derived using universes of PSN separately managed accounts, ("SMA Indices"). Any SMA Indices should not be deemed an offer to sell or a solicitation of an offer to buy shares of any products that are described herein. Index or performance returns do not reflect any management fees, transaction costs or expenses. One cannot invest directly into an index.

Commingled Fund Universes: include commingled funds and collective trusts.

Non-Commingled Fund Universes: include PSN Products excluding mutual funds, commingled funds, pooled funds collective trusts, limited partnerships, offshore funds, wrap products, hedge funds and MLP's.

Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio become the PSN Bull & Bear Masters.

The content of the PSN Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment decisions using content or implied content from PSN Top Guns.

All Rights Reserved. PSN Top Guns is powered by PSN. PSN is an investment manager database and is a division of YCharts. No part of PSN Top Guns may be reproduced in any form or by any means, electronic, mechanical, photocopying, or otherwise without the prior written permission of YCharts.

Because of the possibility of human or mechanical error by YCharts sources or others, YCharts does not guarantee the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE. In no event shall YCharts be liable for any indirect, special or consequential damages in connection with use of any information or derived using information based on PSN Top Guns results.