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Columbia Large Cap Enhanced Core Fund Class R: (MF: CCERX)

(NASDAQ Mutual Funds) As of Oct 29, 2026 05:16 PM ET

$29.97 USD

-0.15 (-0.50%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 11.45 33
3 months 3.86 9
6 months 17.71 26
1 Year 15.46 24
3 Year 21.41 31
5 Year 13.42 12
10 Year 14.40 30

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -51.04
Bull Market (2/09 - 3/21) 1,178.79

Load Adjusted Returns as of Sep 30, 2026

1 Year 15.46
5 Year 13.42
10 Year 14.40
Since Inception 10.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.32 13.33 3.86 NA
2025 -5.66 9.44 8.79 3.60
2024 11.06 3.69 5.52 2.80
2023 8.22 7.87 -2.59 10.44
2022 -3.62 -15.37 -5.43 7.06
2021 7.74 8.11 0.50 11.69

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.4416.3724.9325.60-17.4230.7514.9525.14-5.3023.789.28
% Total Return Rel to Index -1.29-1.85-0.08-0.630.782.07-3.44-6.34-0.901.99-2.65
% Total Return Rel to Peer 2.133.655.542.602.278.69-4.96-3.271.553.111.46
% Perf Quintile vs Peer* 3.002.002.002.003.001.004.005.003.002.003.00
% Dividends 0.010.140.150.170.120.180.200.190.170.260.25
% Yield 0.360.430.460.420.530.500.670.690.710.921.07
Capital Gains ($) 1.683.423.440.921.627.341.700.762.332.850.00
Expense Ratio 1.081.071.071.081.091.101.131.141.141.141.15

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