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Stock impact report

Columbia Disciplined Growth Fund Q4 2025 Commentary [Seeking Alpha]

Advanced Micro Devices, Inc. (AMD) 
Last advanced micro devices, inc. earnings: 4/28 04:25 pm Check Earnings Report
US:NYSE Investor Relations: ir.amd.com/investor-overview
Company Research Source: Seeking Alpha
The fund posted positive returns that outperformed its benchmark, the Russell 1000 Growth Index, which returned 1.12% for the same period. During the fourth quarter of 2025, the value and catalyst themes contributed positively to relative results, but the quality theme detracted. Advanced Micro Devices enjoyed a robust double-digit share-price gain, primarily driven by accelerated AI chip adoption. The economic environment heading into 2026 remained broadly constructive, with activity normalizing from the stronger pace seen earlier in the cycle. FabrikaCr/iStock via Getty Images Fund performance Columbia Disciplined Growth Fund Class A shares returned 2.52% (excluding sales charges) and Institutional Class shares returned 2.61% for the quarter ended December 31, 2025. The fund posted positive returns that outperformed its This article was written by Quick Insights Outperformance was primarily driven by strong stock selection in value and catalyst themes, especiall Show less Read more
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