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Columbia Small Cap Value Discovery Fund Class I: (MF: CSCZX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:31 PM ET

$57.17 USD

-0.22 (-0.38%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 11.22 56
3 months -6.89 36
6 months 10.39 52
1 Year 15.96 36
3 Year 16.95 28
5 Year 9.87 10
10 Year 10.80 23

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 142.60
Bear Market (10/07 - 2/09) -48.13
Bull Market (2/09 - 3/21) 815.96

Load Adjusted Returns as of Sep 30, 2026

1 Year 15.96
5 Year 9.87
10 Year 10.80
Since Inception 9.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.74 18.56 -6.89 NA
2025 -7.69 6.18 12.41 4.26
2024 4.00 -4.66 7.52 2.15
2023 1.70 5.99 -1.81 14.95
2022 -1.72 -14.60 -3.12 12.40
2021 22.14 3.78 -1.58 3.46

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.2114.888.9121.66-8.6029.088.0721.26-18.0914.1924.48
% Total Return Rel to Index -1.52-3.33-16.11-4.589.600.39-10.32-10.22-13.70-7.6012.55
% Total Return Rel to Peer -0.307.57-3.015.5810.919.76-10.91-4.17-7.32-1.408.53
% Perf Quintile vs Peer* 2.001.004.001.001.002.004.005.005.003.002.00
% Dividends 0.001.120.310.350.200.200.250.230.200.070.23
% Yield 1.401.920.571.530.430.340.550.530.520.140.47
Capital Gains ($) 2.945.162.672.992.165.880.031.142.954.842.28
Expense Ratio 0.940.961.000.991.011.051.071.071.081.121.11

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