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

(NASDAQ Mutual Funds) As of Sep 5, 2025 08:00 PM ET

$55.96 USD

-0.08 (-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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2025

Total Return %* Percentile Rank Objective
YTD 8.06 17
3 months 10.15 10
6 months 5.62 14
1 Year 11.36 20
3 Year 11.83 11
5 Year 9.71 12
10 Year 8.56 22

* 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) 465.54

Load Adjusted Returns as of Jul 31, 2025

1 Year 4.38
5 Year 9.01
10 Year 7.85
Since Inception 8.11

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.71 7.74 NA NA
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
2020 -12.14 14.95 6.23 9.58

Annual Return

20252024202320222021202020192018201720162015
% Total Return 8.0614.3221.20-16.8414.6317.5822.74-5.9114.006.15-0.26
% Total Return Rel to Index -0.51-10.69-5.041.35-14.05-0.82-8.75-1.52-7.79-5.78-1.64
% Total Return Rel to Peer 1.592.697.24-3.091.446.303.97-0.340.85-0.192.07
% Perf Quintile vs Peer* 0.000.001.005.003.001.001.004.003.004.002.00
% Dividends 0.410.970.770.490.300.490.630.530.430.370.66
% Yield 0.711.701.751.110.520.921.331.320.970.951.75
Capital Gains ($) 0.002.900.001.554.281.981.081.510.620.120.00
Expense Ratio 0.910.920.930.920.930.950.950.950.971.031.06

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