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Columbia Fds Srs Tr I, Small Cap Value Fund I Class C: (MF: CSSCX)

(NASDAQ Mutual Funds) As of Jul 3, 2025 08:00 PM ET

$20.17 USD

+0.12 (0.60%)

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 May 31, 2025

Total Return %* Percentile Rank Objective
YTD -6.70 55
3 months -3.91 49
6 months -12.97 45
1 Year -1.62 62
3 Year 5.69 38
5 Year 14.53 13
10 Year 7.14 43

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 130.18
Bear Market (10/07 - 2/09) -48.81
Bull Market (2/09 - 3/21) 517.25

Load Adjusted Returns as of May 31, 2025

1 Year -5.23
5 Year 18.31
10 Year 6.84
Since Inception 8.16

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.93 NA NA NA
2024 3.70 -4.88 7.26 1.90
2023 1.46 5.72 -2.05 14.67
2022 -1.96 -14.78 -3.38 12.11
2021 21.86 3.52 -1.82 3.20
2020 -36.15 23.07 2.24 33.19

Annual Return

20252024202320222021202020192018201720162015
% Total Return -6.707.8320.49-9.5127.817.0020.01-18.9013.0831.36-7.20
% Total Return Rel to Index -7.76-17.19-5.758.68-0.86-11.39-11.47-14.50-8.7019.42-8.59
% Total Return Rel to Peer -0.68-4.094.4110.008.50-11.99-5.42-8.12-2.5115.41-2.47
% Perf Quintile vs Peer* 0.000.001.001.002.004.005.005.003.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.002.672.992.175.880.031.142.964.844.634.39
Expense Ratio 0.001.971.992.012.052.072.072.082.122.112.08

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