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Columbia Balanced Fund Class I2: (MF: CLREX)

(NASDAQ Mutual Funds) As of Sep 1, 2026 05:09 PM ET

$58.29 USD

-0.40 (-0.68%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 6.06 53
3 months 3.27 15
6 months 5.53 23
1 Year 11.87 57
3 Year 13.45 26
5 Year 7.69 22
10 Year 9.80 19

* 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 Jul 31, 2026

1 Year 14.02
5 Year 7.98
10 Year 10.07
Since Inception 9.60

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.49 9.70 NA NA
2025 -1.65 7.82 5.52 2.05
2024 6.26 3.34 4.33 0.05
2023 6.58 6.15 -2.84 10.56
2022 -3.97 -12.15 -5.34 4.43
2021 3.78 5.99 -0.67 5.22

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.0514.2014.6521.54-16.6114.9617.9423.11-5.6414.346.49
% Total Return Rel to Index -4.33-4.01-10.37-4.701.58-13.72-0.46-8.37-1.24-7.45-5.43
% Total Return Rel to Peer -0.661.033.027.58-2.861.776.664.34-0.061.190.14
% Perf Quintile vs Peer* 3.002.002.001.005.003.001.001.004.002.003.00
% Dividends 0.521.041.120.900.620.450.620.750.660.550.50
% Yield 0.891.782.032.091.450.801.211.651.681.291.32
Capital Gains ($) 0.002.492.900.001.554.281.981.081.510.620.12
Expense Ratio 0.630.630.640.640.640.640.650.650.650.660.68

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