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Columbia Fds Srs Tr I, Balanced Fund Class A: (MF: CBLAX)

(NASDAQ Mutual Funds) As of May 22, 2026 05:13 PM ET

$57.36 USD

+0.13 (0.23%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.59 77
3 months 2.11 55
6 months 2.72 83
1 Year 19.09 43
3 Year 14.38 28
5 Year 7.50 30
10 Year 9.55 28

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -31.08
Bull Market (2/09 - 3/21) 511.44

Load Adjusted Returns as of Apr 30, 2026

1 Year 5.65
5 Year 5.75
10 Year 8.33
Since Inception 8.01

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.57 NA NA NA
2025 -1.71 7.73 5.45 1.98
2024 6.17 3.29 4.23 0.00
2023 6.49 6.09 -2.90 10.48
2022 -4.03 -12.22 -5.40 4.35
2021 3.70 5.92 -0.75 5.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.5913.8814.3221.20-16.8414.6317.5822.74-5.9114.006.15
% Total Return Rel to Index 0.76-4.33-10.69-5.041.35-14.05-0.82-8.75-1.52-7.79-5.78
% Total Return Rel to Peer -2.050.702.697.24-3.091.446.303.97-0.340.85-0.19
% Perf Quintile vs Peer* 5.003.002.001.005.003.001.001.004.003.004.00
% Dividends 0.220.890.970.770.490.300.490.630.530.430.37
% Yield 1.561.471.701.661.110.520.921.331.320.970.95
Capital Gains ($) 0.002.492.900.001.554.281.981.081.510.620.12
Expense Ratio 0.000.910.920.930.920.930.950.950.950.971.03

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