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

(NASDAQ Mutual Funds) As of Dec 11, 2025 05:08 PM ET

$53.75 USD

+0.47 (0.88%)

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 Oct 31, 2025

Total Return %* Percentile Rank Objective
YTD 9.44 27
3 months 9.86 21
6 months 23.54 25
1 Year 13.63 20
3 Year 13.31 20
5 Year 17.04 6
10 Year 9.56 31

* 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) 626.37

Load Adjusted Returns as of Oct 31, 2025

1 Year 12.55
5 Year 18.12
10 Year 10.41
Since Inception 9.42

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.69 6.18 12.41 NA
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
2020 -36.02 23.38 2.52 33.54

Annual Return

20252024202320222021202020192018201720162015
% Total Return 9.448.9121.66-8.6029.088.0721.26-18.0914.1924.48-5.80
% Total Return Rel to Index -7.77-16.11-4.589.600.39-10.32-10.22-13.70-7.6012.55-7.19
% Total Return Rel to Peer 3.91-3.015.5810.919.76-10.91-4.17-7.32-1.408.53-1.08
% Perf Quintile vs Peer* 0.000.001.001.002.004.005.005.003.002.004.00
% Dividends 0.230.310.350.200.200.250.230.200.070.230.39
% Yield 0.410.571.020.430.340.550.530.520.140.470.89
Capital Gains ($) 1.172.672.992.165.880.031.142.954.842.284.39
Expense Ratio 0.961.000.991.011.051.071.071.081.121.111.08

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