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Columbia Real Estate Equity Fund Class I: (MF: CREEX)

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

$9.83 USD

+0.09 (0.92%)

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 10.54 32
3 months 8.30 46
6 months 9.85 45
1 Year 6.53 69
3 Year 9.18 33
5 Year 7.65 8
10 Year 6.80 28

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 153.16
Bear Market (10/07 - 2/09) -61.37
Bull Market (2/09 - 3/21) 556.36

Load Adjusted Returns as of Feb 28, 2026

1 Year 0.27
5 Year 5.85
10 Year 5.30
Since Inception 8.85

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.60 -2.06 2.93 -1.13
2024 -0.79 -0.87 17.23 -6.81
2023 4.85 2.74 -7.78 16.75
2022 -6.54 -16.54 -8.41 4.81
2021 5.81 12.92 1.38 17.26

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.540.277.4315.99-25.1342.05-3.4628.33-7.225.304.23
% Total Return Rel to Index 1.13-17.94-17.58-10.25-6.9213.37-21.86-3.15-2.83-16.49-7.70
% Total Return Rel to Peer -0.17-4.773.794.79-3.0110.690.492.88-0.77-3.46-0.24
% Perf Quintile vs Peer* 3.005.000.001.002.002.003.002.004.004.004.00
% Dividends 0.000.050.340.300.270.250.230.320.310.380.33
% Yield 0.000.553.100.512.191.391.692.032.332.282.02
Capital Gains ($) 0.000.520.652.950.400.790.691.330.681.790.24
Expense Ratio 0.000.990.970.981.001.011.021.031.041.030.99

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