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Columbia Small Cap Growth Fund Class R: (MF: CCRIX)

(NASDAQ Mutual Funds) As of Mar 20, 2026 05:17 PM ET

$27.37 USD

-0.99 (-3.49%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.21 70
3 months 2.34 81
6 months 13.29 18
1 Year 32.46 4
3 Year 22.19 2
5 Year 2.01 79
10 Year 16.13 2

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 14.73
5 Year 1.90
10 Year 13.84
Since Inception 12.54

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -12.43 16.36 14.02 4.23
2024 13.38 -3.21 8.55 3.81
2023 10.72 8.94 -5.24 9.87
2022 -17.78 -26.58 1.24 3.16
2021 2.17 5.66 -3.41 -7.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.2121.1123.6625.58-36.95-3.1769.4040.23-2.5228.0112.28
% Total Return Rel to Index 4.082.89-1.35-0.66-18.75-31.8551.008.741.866.210.34
% Total Return Rel to Peer 0.8813.8011.749.50-17.43-22.4850.4114.808.2412.41-3.66
% Perf Quintile vs Peer* 2.001.000.001.005.005.001.001.001.001.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.460.000.000.002.832.131.723.253.081.44
Expense Ratio 0.001.471.501.531.491.461.541.581.591.591.62

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