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Columbia Income Opportunities Fund Class I: (MF: CIOZX)

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

$8.82 USD

+0.01 (0.11%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.69 45
3 months 1.32 44
6 months 2.72 44
1 Year 7.33 22
3 Year 8.46 47
5 Year 3.98 55
10 Year 4.99 70

* 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 8.63
5 Year 3.88
10 Year 4.94
Since Inception 5.20

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.25 3.79 2.04 1.29
2024 0.96 1.40 4.12 -0.48
2023 3.50 1.08 0.18 6.66
2022 -4.44 -9.30 -0.31 3.96
2021 0.15 2.81 0.73 0.80

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.698.636.0811.80-10.194.572.5716.59-3.965.5910.42
% Total Return Rel to Index -0.10-0.07-2.09-1.640.99-0.71-4.562.28-1.88-1.91-6.71
% Total Return Rel to Peer -0.031.38-1.340.39-1.19-0.02-2.264.89-1.420.10-1.27
% Perf Quintile vs Peer* 3.002.000.003.003.003.004.001.005.003.004.00
% Dividends 0.090.520.490.470.410.460.390.480.450.390.46
% Yield 0.485.525.355.674.744.393.744.534.743.724.42
Capital Gains ($) 0.000.000.000.000.000.290.000.000.000.000.00
Expense Ratio 0.000.710.710.710.700.770.780.790.780.820.82

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