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Columbia Fds Srs Tr I, Balanced Fund Class C: (MF: CBLCX)

(NASDAQ Mutual Funds) As of Sep 1, 2026 05:09 PM ET

$57.99 USD

-0.40 (-0.69%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 5.43 65
3 months 3.01 23
6 months 4.98 39
1 Year 10.74 70
3 Year 12.29 43
5 Year 6.58 45
10 Year 8.66 43

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -31.77
Bull Market (2/09 - 3/21) 455.97

Load Adjusted Returns as of Jul 31, 2026

1 Year 11.72
5 Year 6.87
10 Year 8.93
Since Inception 7.53

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.73 9.42 NA NA
2025 -1.89 7.54 5.25 1.77
2024 5.99 3.08 4.06 -0.20
2023 6.30 5.88 -3.08 10.26
2022 -4.21 -12.39 -5.56 4.15
2021 3.52 5.70 -0.94 4.95

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.4213.0213.4720.28-17.4713.7716.7021.83-6.6313.165.35
% Total Return Rel to Index -4.87-5.19-11.55-5.960.73-14.90-1.69-9.65-2.24-8.62-6.58
% Total Return Rel to Peer -1.19-0.151.846.32-3.710.595.423.07-1.060.01-0.99
% Perf Quintile vs Peer* 4.003.002.001.005.003.001.002.004.004.004.00
% Dividends 0.240.490.580.440.150.000.150.320.220.130.10
% Yield 0.390.811.020.950.350.000.290.680.560.300.27
Capital Gains ($) 0.002.492.900.001.554.281.981.081.510.620.12
Expense Ratio 1.661.661.671.681.671.681.701.701.701.721.78

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