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Risk Managed Strategy Funds

The Valuation Divide In A Mega-Cap-Led Market

May 15, 2026

Source: Bloomberg, data as of April 24, 2026. Past performance does not guarantee future results. It is not possible to invest directly in an index.
  • Valuations for the Magnificent 7 remain structurally elevated. While these premiums reflect superior growth and profitability, they also heighten sensitivity to earnings disappointments and shifts in interest-rate expectations. Concentrated exposure can therefore amplify drawdowns when market sentiment turns.
  • Valuations outside the mega-caps appear more grounded. More anchored expectations across the broader market may offer diversification benefits, allowing investors to balance upside participation in market leaders with greater resilience from more moderately valued sectors and styles.
  • The current macroeconomic environment reinforces the need for selectivity. A disciplined, fundamentals-driven and valuation-aware approach can help manage downside risks while maintaining exposure to durable secular growth themes.

Read More: https://www.columbiathreadneedleus.com/insights/latest-insights/the-valuation-divide-in-a-mega-cap-led-market

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RISK: There are risks involved with investing, including loss of principal. Current and future portfolio holdings are subject to risks as well. Diversification may not protect against market risk. There is no assurance the goals of the strategies discussed will be met. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from difference in generally accepted accounting in principles or from economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Bonds and bond funds will decrease in value as interest rates rise. These and other risks are described more fully in the fund’s prospectus. CREDIT RISK: The issuer of a fixed income security may not be able to make interest and principal payments when due. The lower the credit rating of a security, the greater the risk of default on its obligation.

Investors should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. This and other information is contained in the Fund’s prospectus and summary prospectus, which may be obtained online or by calling 1-888-507-2798.

Please read the prospectus carefully before investing.