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Columbia Capital Allocation Moderate Conservative Portfolio Class R: (MF: CLIRX)

(NASDAQ Mutual Funds) As of Dec 16, 2025 05:19 PM ET

$10.87 USD

0.00 (NA)

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 Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 12.33 65
3 months 3.62 58
6 months 9.44 58
1 Year 10.01 59
3 Year 9.65 67
5 Year 4.41 82
10 Year 4.99 81

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -23.68
Bull Market (2/09 - 3/21) 199.57

Load Adjusted Returns as of Nov 30, 2025

1 Year 8.19
5 Year 4.90
10 Year 5.13
Since Inception 4.95

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.51 5.18 4.58 NA
2024 2.82 1.57 5.26 -2.15
2023 4.71 1.81 -3.00 8.11
2022 -5.87 -9.47 -5.22 4.09
2021 1.47 3.35 -0.25 2.21
2020 -9.18 10.14 2.98 6.31

Annual Return

20252024202320222021202020192018201720162015
% Total Return 12.327.5511.81-15.936.929.5113.76-4.8410.784.64-1.93
% Total Return Rel to Index -5.17-17.46-14.432.26-21.76-8.88-17.72-0.45-11.01-7.28-3.32
% Total Return Rel to Peer -1.46-2.35-1.34-2.97-4.58-1.17-3.431.64-2.68-1.620.42
% Perf Quintile vs Peer* 0.000.004.003.005.004.004.002.004.004.004.00
% Dividends 0.160.260.240.140.250.200.210.200.210.130.19
% Yield 1.412.522.591.512.031.681.811.881.771.191.75
Capital Gains ($) 0.080.000.100.380.750.340.220.480.230.210.19
Expense Ratio 0.690.680.690.660.740.740.730.730.730.730.76

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