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Columbia Strategic Municipal Income Fund Class I3: (MF: CATYX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:20 PM ET

$14.46 USD

+0.02 (0.14%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.25 16
3 months 2.26 25
6 months 7.87 4
1 Year 3.43 72
3 Year 5.41 12
5 Year 1.04 74
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 2.90
5 Year 0.47
10 Year NA
Since Inception 2.56

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.73 -1.62 3.73 1.57
2024 0.53 1.64 3.50 -1.67
2023 3.45 0.47 -5.28 10.26
2022 -7.64 -5.59 -5.32 4.06
2021 0.13 2.63 -0.82 0.64

Annual Return

202620252024202320222021202020192018
% Total Return 2.252.904.008.55-14.092.585.208.820.78
% Total Return Rel to Index -0.23-1.353.072.15-5.571.060.001.25-0.49
% Total Return Rel to Peer 0.00-0.341.132.92-5.050.311.322.26-0.15
% Perf Quintile vs Peer* 3.004.000.001.005.002.001.001.003.00
% Dividends 0.090.580.610.530.460.400.450.530.59
% Yield 0.343.813.913.763.102.242.513.023.53
Capital Gains ($) 0.000.000.000.000.000.000.000.040.04
Expense Ratio 0.000.450.450.470.470.470.490.500.00

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