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Columbia Small Cap Value Discovery Fund Class A: (MF: CSMIX)

(NASDAQ Mutual Funds) As of Mar 20, 2026 05:17 PM ET

$41.82 USD

-0.74 (-1.74%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.92 63
3 months 7.44 43
6 months 12.56 24
1 Year 24.81 18
3 Year 13.72 24
5 Year 10.16 10
10 Year 12.44 19

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 139.16
Bear Market (10/07 - 2/09) -48.32
Bull Market (2/09 - 3/21) 718.31

Load Adjusted Returns as of Feb 28, 2026

1 Year 8.37
5 Year 10.89
10 Year 10.41
Since Inception 9.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.75 6.11 12.34 4.21
2024 3.92 -4.69 7.45 2.07
2023 1.64 5.90 -1.85 14.87
2022 -1.79 -14.62 -3.20 12.34
2021 22.06 3.72 -1.65 3.40

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.9214.608.6321.36-8.8228.757.8220.95-18.3113.9332.32
% Total Return Rel to Index 3.69-3.61-16.38-4.889.370.07-10.57-10.53-13.91-7.8620.38
% Total Return Rel to Peer 0.507.29-3.285.2810.699.44-11.16-4.48-7.53-1.6616.37
% Perf Quintile vs Peer* 3.001.004.001.001.002.004.005.005.003.001.00
% Dividends 0.001.000.220.230.130.060.160.160.120.000.15
% Yield 0.001.960.461.980.300.130.390.420.350.000.31
Capital Gains ($) 0.005.162.672.992.165.880.031.142.954.844.62
Expense Ratio 0.001.201.251.241.261.311.321.321.331.371.36

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