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

(NASDAQ Mutual Funds) As of Mar 31, 2026 05:17 PM ET

$52.87 USD

+1.01 (1.95%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.12 89
3 months 0.51 87
6 months 4.32 81
1 Year 11.79 68
3 Year 15.40 25
5 Year 8.26 31
10 Year 9.81 30

* 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) 498.78

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.68
5 Year 7.30
10 Year 8.86
Since Inception 8.27

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 0.1213.8814.3221.20-16.8414.6317.5822.74-5.9114.006.15
% Total Return Rel to Index -0.97-4.33-10.69-5.041.35-14.05-0.82-8.75-1.52-7.79-5.78
% Total Return Rel to Peer -1.200.702.697.24-3.091.446.303.97-0.340.85-0.19
% Perf Quintile vs Peer* 5.003.000.001.005.003.001.001.004.003.004.00
% Dividends 0.000.890.970.770.490.300.490.630.530.430.37
% Yield 0.001.471.701.661.110.520.921.331.320.970.95
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%