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Columbia Strategic Municipal Income Fund Class I: (MF: CATZX)

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

$14.44 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 2.32 10
3 months 2.24 27
6 months 7.85 5
1 Year 3.44 71
3 Year 5.36 13
5 Year 1.00 76
10 Year 2.54 24

* 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 2.77
5 Year 0.39
10 Year 2.40
Since Inception 3.40

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.81 -1.57 3.72 1.49
2024 0.52 1.63 3.50 -1.62
2023 3.44 0.46 -5.30 10.19
2022 -7.60 -5.68 -5.28 4.05
2021 0.06 2.62 -0.84 0.63

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.322.774.028.43-14.112.465.028.770.757.250.68
% Total Return Rel to Index -0.16-1.483.082.03-5.580.94-0.171.20-0.531.800.44
% Total Return Rel to Peer 0.06-0.461.152.79-5.070.191.142.21-0.182.780.78
% Perf Quintile vs Peer* 2.004.000.001.005.002.001.001.003.001.001.00
% Dividends 0.090.570.600.520.450.390.400.520.580.550.64
% Yield 0.333.763.863.713.042.192.242.973.503.243.85
Capital Gains ($) 0.000.000.000.000.000.000.000.040.040.040.04
Expense Ratio 0.000.500.510.530.530.530.550.560.570.580.55

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