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Columbia Small Cap Value And Inflection Fund Class R: (MF: CCTRX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:20 PM ET

$12.95 USD

+0.01 (0.08%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 8.89 25
3 months 9.05 26
6 months 11.16 39
1 Year 20.28 35
3 Year 11.49 47
5 Year 7.95 28
10 Year 10.25 65

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -53.09
Bull Market (2/09 - 3/21) 661.72

Load Adjusted Returns as of Feb 28, 2026

1 Year 0.77
5 Year 8.00
10 Year 7.97
Since Inception 6.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -8.89 5.67 10.26 1.40
2024 4.59 -2.55 8.68 0.20
2023 0.93 3.88 -3.93 12.68
2022 -2.84 -15.21 -4.93 9.73
2021 20.16 5.39 -1.59 7.02

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.897.6411.0013.51-14.0733.379.5220.01-17.9210.3823.04
% Total Return Rel to Index 4.50-10.57-14.01-12.734.124.69-8.87-11.47-13.53-11.4111.10
% Total Return Rel to Peer 1.310.34-0.91-2.565.4414.06-9.46-5.41-7.15-5.217.09
% Perf Quintile vs Peer* 2.003.000.004.002.001.004.005.005.004.002.00
% Dividends 0.000.050.230.180.010.000.020.070.000.000.01
% Yield 0.000.381.300.300.110.000.160.450.000.000.07
Capital Gains ($) 0.002.003.900.890.932.650.050.411.911.630.88
Expense Ratio 0.001.451.501.521.531.551.531.521.541.551.55

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