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Columbia Disciplined Core Fund Class I: (MF: CCRZX)

(NASDAQ Mutual Funds) As of Sep 16, 2026 05:22 PM ET

$16.79 USD

-0.06 (-0.36%)

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 Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 11.27 49
3 months 3.53 31
6 months 12.15 24
1 Year 17.95 37
3 Year 19.13 35
5 Year 11.30 24
10 Year 14.32 32

* 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 Aug 31, 2026

1 Year 18.06
5 Year 11.80
10 Year 14.16
Since Inception 14.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.91 11.37 NA NA
2025 -6.19 9.54 8.12 3.11
2024 12.07 3.72 5.48 2.74
2023 8.06 7.12 -2.34 9.99
2022 -5.47 -14.97 -5.44 6.92
2021 9.14 7.53 0.85 12.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.2714.5625.9924.34-18.7432.7514.0824.84-3.8024.437.89
% Total Return Rel to Index -2.01-3.650.97-1.89-0.544.06-4.31-6.640.592.63-4.03
% Total Return Rel to Peer -0.711.856.601.340.9510.69-5.83-3.583.053.750.07
% Perf Quintile vs Peer* 3.003.002.003.003.001.004.005.002.002.003.00
% Dividends 0.000.120.130.130.110.150.160.180.140.200.15
% Yield 0.000.680.700.780.930.871.121.321.201.571.42
Capital Gains ($) 0.001.621.640.400.742.410.511.060.800.550.00
Expense Ratio 0.690.700.710.720.700.720.730.740.730.770.79

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