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Columbia Disciplined Growth Fund Class I3: (MF: CGQYX)

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

$11.36 USD

-0.01 (-0.09%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -5.89 92
3 months -5.60 89
6 months 2.03 69
1 Year 14.51 47
3 Year 23.69 15
5 Year 13.67 12
10 Year 16.23 10

* 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 18.79
5 Year 15.27
10 Year 16.11
Since Inception 15.67

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.71 16.42 11.40 2.58
2024 12.35 6.96 2.39 4.44
2023 14.99 12.56 -3.50 13.12
2022 -8.13 -19.06 -4.44 1.90
2021 4.37 9.72 0.40 13.32

Annual Return

20262025202420232022202120202019201820172016
% Total Return -5.8918.7928.5441.29-27.5930.3128.9728.74-3.6129.685.47
% Total Return Rel to Index -2.800.573.5215.04-9.391.6310.57-2.740.777.89-6.45
% Total Return Rel to Peer -2.886.089.1518.29-7.908.259.050.323.249.01-2.34
% Perf Quintile vs Peer* 5.001.000.001.004.001.002.003.002.001.004.00
% Dividends 0.000.000.000.000.000.000.030.070.020.060.08
% Yield 0.000.000.000.000.000.000.280.710.230.590.87
Capital Gains ($) 0.000.971.110.540.862.751.320.701.211.220.45
Expense Ratio 0.000.730.730.740.740.770.790.800.800.810.00

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