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Columbia Disciplined Growth Fund Class I: (MF: CLQZX)

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

$11.08 USD

-0.02 (-0.18%)

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 -5.87 92
3 months -5.53 88
6 months 2.05 69
1 Year 14.54 47
3 Year 23.60 15
5 Year 13.62 12
10 Year 16.11 11

* 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 18.73
5 Year 15.19
10 Year 15.99
Since Inception 14.58

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.68 16.38 11.31 2.61
2024 12.29 7.01 2.36 4.40
2023 14.98 12.54 -3.57 13.11
2022 -8.16 -19.07 -4.39 1.80
2021 4.33 9.75 0.32 13.39

Annual Return

20262025202420232022202120202019201820172016
% Total Return -5.8718.7328.4241.15-27.6630.2728.8328.64-3.7729.515.22
% Total Return Rel to Index -2.830.513.4014.90-9.461.5910.43-2.840.627.71-6.70
% Total Return Rel to Peer -2.916.029.0318.15-7.968.228.910.223.088.83-2.59
% Perf Quintile vs Peer* 5.001.000.001.004.001.002.004.002.001.004.00
% Dividends 0.000.000.000.000.000.000.020.060.010.050.06
% Yield 0.000.000.000.000.000.000.190.610.110.490.72
Capital Gains ($) 0.000.971.100.540.862.741.320.701.211.220.45
Expense Ratio 0.000.810.810.820.820.850.910.920.920.940.96

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