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Columbia Fds Srs Tr., Columbia Largecap Enhanced Core Fund Class A: (MF: NMIAX)

(NASDAQ Mutual Funds) As of May 13, 2024 08:00 PM ET

$27.50 USD

+0.01 (0.04%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2024

Total Return %* Percentile Rank Objective
YTD 5.66 41
3 months 3.52 60
6 months 19.60 67
1 Year 21.39 45
3 Year 8.48 8
5 Year 12.41 29
10 Year 11.68 29

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 110.66
Bear Market (10/07 - 2/09) -50.89
Bull Market (2/09 - 3/21) 805.71

Load Adjusted Returns as of Apr 30, 2024

1 Year 29.26
5 Year 14.27
10 Year 12.33
Since Inception 9.55

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 11.13 NA NA NA
2023 8.24 7.97 -2.53 10.52
2022 -3.61 -15.31 -5.31 7.11
2021 7.79 8.16 0.57 11.79
2020 -20.41 21.53 7.36 10.94
2019 12.67 1.88 0.25 9.06

Annual Return

20242023202220212020201920182017201620152014
% Total Return 5.6625.89-17.2131.0915.2225.52-5.0924.149.53-0.3114.93
% Total Return Rel to Index -0.37-0.350.982.41-3.17-5.96-0.702.34-2.40-1.701.29
% Total Return Rel to Peer 0.832.892.489.03-4.69-2.901.763.461.711.286.73
% Perf Quintile vs Peer* 0.002.003.001.003.005.003.002.003.003.001.00
% Dividends 0.000.230.180.250.260.240.230.320.300.420.20
% Yield 0.000.840.770.710.870.860.961.131.291.910.89
Capital Gains ($) 0.000.921.627.341.700.762.332.850.000.000.00
Expense Ratio 0.000.830.840.850.840.890.890.890.900.900.89

* 1 = Top 20%, 5 = Bottom 20%